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Blue Bell Private Wealth Management’s Coca-Cola KO Stock Holding History

Blue Bell Private Wealth Management’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blue Bell Private Wealth Management's KO Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its Coca-Cola (KO) stake by 69% in Q1 2026, buying an estimated $24.9K and bringing the position to 809 shares worth $61.5K. The position accounts for 0.01% of the portfolio, ranked #392.

Blue Bell Private Wealth Management first reported a position in KO in Q4 2013 and has held it in 30 quarters since. The position peaked at $191K in Q1 2016. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Blue Bell Private Wealth Management held 809 shares of Coca-Cola worth $61.5K as of Q1 2026.
  • Blue Bell Private Wealth Management bought 330 Coca-Cola shares in Q1 2026, an estimated $24.9K.
  • Coca-Cola made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #392 holding.
  • Blue Bell Private Wealth Management first reported a position in Coca-Cola in Q4 2013 and has held it in 30 quarters since.
  • Blue Bell Private Wealth Management's Coca-Cola position peaked at $191K in Q1 2016.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.