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
2021 Q2	–	Sell	-1	Closed	-$2K	–	181
2021 Q1	$2K	Buy	+1	New	+$50	﹤0.01%	164
2018 Q4	–	Sell	-2	Closed	-$2K	–	217
2018 Q3	$2K	Hold	2	–	–	﹤0.01%	215
2018 Q2	$1K	Hold	2	–	–	﹤0.01%	213
2018 Q1	$1K	Buy	+2	New	+$90	﹤0.01%	215
2017 Q4	–	Sell	-2	Closed	-$1K	–	236
2017 Q3	$1K	Buy	+2	New	+$91	﹤0.01%	232

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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. 3,555 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.
3,555 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.