Blue Bell Private Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $65.7K | Hold |
809
| – | – | 0.01% | 395 |
|
|
2026
Q1 | $61.5K | Buy |
809
+330
| +69% | +$24.9K | 0.01% | 392 |
|
|
2025
Q4 | $33.5K | Sell |
479
-755
| -61% | -$52.6K | ﹤0.01% | 445 |
|
|
2025
Q3 | $81.8K | Buy |
1,234
+233
| +23% | +$16K | 0.01% | 340 |
|
|
2025
Q2 | $70.8K | Buy |
1,001
+15
| +2% | +$1.07K | 0.01% | 353 |
|
|
2025
Q1 | $70.6K | Hold |
986
| – | – | 0.01% | 333 |
|
|
2024
Q4 | $61.4K | Buy |
986
+79
| +9% | +$5.16K | 0.01% | 337 |
|
|
2024
Q3 | $65.2K | Buy |
907
+49
| +6% | +$3.35K | 0.01% | 327 |
|
|
2024
Q2 | $54.6K | Sell |
858
-102
| -11% | -$6.31K | 0.01% | 342 |
|
|
2024
Q1 | $58.7K | Buy |
960
+23
| +2% | +$1.38K | 0.01% | 329 |
|
|
2023
Q4 | $55.2K | Buy |
937
+203
| +28% | +$11.5K | 0.01% | 305 |
|
|
2023
Q3 | $41.1K | Buy |
734
+33
| +5% | +$1.98K | 0.01% | 281 |
|
|
2023
Q2 | $42.2K | Buy |
701
+200
| +40% | +$12.4K | 0.01% | 273 |
|
|
2023
Q1 | $31.1K | Hold |
501
| – | – | 0.01% | 276 |
|
|
2022
Q4 | $31.9K | Sell |
501
-1,100
| -69% | -$66.4K | 0.01% | 258 |
|
|
2022
Q3 | $90K | Hold |
1,601
| – | – | 0.03% | 165 |
|
|
2022
Q2 | $101K | Buy |
1,601
+1,193
| +292% | +$75.6K | 0.03% | 155 |
|
|
2022
Q1 | $25K | Buy |
408
+25
| +7% | +$1.52K | 0.01% | 298 |
|
|
2021
Q4 | $23K | Buy |
+383
| New | +$21.3K | 0.01% | 288 |
|
|
2016
Q4 | – | Sell |
-2,377
| Closed | -$101K | – | 340 |
|
|
2016
Q3 | $101K | Buy |
2,377
+150
| +7% | +$6.57K | 0.06% | 136 |
|
|
2016
Q2 | $101K | Sell |
2,227
-1,900
| -46% | -$85.9K | 0.07% | 137 |
|
|
2016
Q1 | $191K | Buy |
4,127
+1,333
| +48% | +$58K | 0.13% | 96 |
|
|
2015
Q4 | $120K | Hold |
2,794
| – | – | 0.08% | 134 |
|
|
2015
Q3 | $112K | Hold |
2,794
| – | – | 0.08% | 136 |
|
|
2015
Q2 | $110K | Sell |
2,794
-400
| -13% | -$16.3K | 0.07% | 134 |
|
|
2015
Q1 | $129K | Sell |
3,194
-932
| -23% | -$39K | 0.08% | 127 |
|
|
2014
Q4 | $174K | Hold |
4,126
| – | – | 0.1% | 110 |
|
|
2014
Q3 | $176K | Sell |
4,126
-220
| -5% | -$9.1K | 0.11% | 115 |
|
|
2014
Q2 | $184K | Hold |
4,346
| – | – | 0.11% | 109 |
|
|
2014
Q1 | $168K | Hold |
4,346
| – | – | 0.11% | 95 |
|
|
2013
Q4 | $180K | Buy |
+4,346
| New | +$171K | 0.14% | 88 |
|
Other funds holding KO
Blue Bell Private Wealth Management's KO Position: Q2 2026 in Review
Blue Bell Private Wealth Management held its Coca-Cola (KO) position steady in Q2 2026 at 809 shares worth $65.7K. The position accounts for 0.01% of the portfolio, ranked #395.
Blue Bell Private Wealth Management first reported a position in KO in Q4 2013 and has held it in 31 quarters since. The position peaked at $191K in Q1 2016. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Blue Bell Private Wealth Management held 809 shares of Coca-Cola worth $65.7K as of Q2 2026.
- Blue Bell Private Wealth Management left its Coca-Cola share count unchanged in Q2 2026.
- Coca-Cola made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #395 holding.
- Blue Bell Private Wealth Management first reported a position in Coca-Cola in Q4 2013 and has held it in 31 quarters since.
- Blue Bell Private Wealth Management's Coca-Cola position peaked at $191K in Q1 2016.
- 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.