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

Blue Rock 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 		$338K Buy
4,458
+425
+11% +$32.1K 0.21% 69
2025
Q4 		$281K Sell
4,033
-1,000
-20% -$69.7K 0.17% 82
2025
Q3 		$333K Buy
5,033
+1,125
+29% +$77.4K 0.21% 75
2025
Q2 		$276K Hold
3,908
– – 0.19% 81
2025
Q1 		$279K Buy
+3,908
New +$261K 0.24% 77

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 Rock Wealth Management's KO Position: Q1 2026 in Review

Blue Rock Wealth Management increased its Coca-Cola (KO) stake by 11% in Q1 2026, buying an estimated $32.1K and bringing the position to 4,458 shares worth $338K. The position accounts for 0.21% of the portfolio, ranked #69.

Blue Rock Wealth Management first reported a position in KO in Q1 2025 and has held it in 5 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Blue Rock Wealth Management held 4,458 shares of Coca-Cola worth $338K as of Q1 2026.
  • Blue Rock Wealth Management bought 425 Coca-Cola shares in Q1 2026, an estimated $32.1K.
  • Coca-Cola made up 0.21% of Blue Rock Wealth Management's portfolio in Q1 2026, its #69 holding.
  • Blue Rock Wealth Management first reported a position in Coca-Cola in Q1 2025 and has held it in 5 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Blue Rock Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.