Boomfish Wealth Group’s Coca-Cola KO Stock Holding History

Boomfish Wealth Group’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	$374K	Sell	4,921 -6	-0.1%	-$454	0.2%	75
2025 Q4	$344K	Sell	4,927 -130	-3%	-$9.06K	0.18%	76
2025 Q3	$335K	Buy	5,057 +51	+1%	+$3.51K	0.18%	76
2025 Q2	$354K	Sell	5,006 -1,418	-22%	-$101K	0.2%	76
2025 Q1	$460K	Sell	6,424 -264	-4%	-$17.6K	0.3%	67
2024 Q4	$416K	Sell	6,688 -43	-0.6%	-$2.81K	0.25%	75
2024 Q3	$484K	Sell	6,731 -540	-7%	-$37K	0.3%	76
2024 Q2	$463K	Buy	7,271 +596	+9%	+$36.9K	0.3%	78
2024 Q1	$408K	Buy	6,675 +20	+0.3%	+$1.2K	0.27%	78
2023 Q4	$392K	Buy	+6,655	New	+$378K	0.28%	77

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

Boomfish Wealth Group's KO Position: Q1 2026 in Review

Boomfish Wealth Group reduced its Coca-Cola (KO) stake by 0.12% in Q1 2026, selling an estimated $454 and leaving 4,921 shares worth $374K. The position accounts for 0.2% of the portfolio, ranked #75.

Boomfish Wealth Group first reported a position in KO in Q4 2023 and has held it in 10 quarters since. The position peaked at $484K in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Boomfish Wealth Group held 4,921 shares of Coca-Cola worth $374K as of Q1 2026.
Boomfish Wealth Group sold 6 Coca-Cola shares in Q1 2026, an estimated $454.
Coca-Cola made up 0.2% of Boomfish Wealth Group's portfolio in Q1 2026, its #75 holding.
Boomfish Wealth Group first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
Boomfish Wealth Group's Coca-Cola position peaked at $484K in Q3 2024.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Boomfish Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.