Bradley & Co Private Wealth Management’s Coca-Cola KO Stock Holding History

Bradley & Co 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	$589K	Hold	7,693	–	–	0.31%	35
2025 Q4	$538K	Sell	7,693 -953	-11%	-$66.4K	0.28%	30
2025 Q3	$573K	Sell	8,646 -213	-2%	-$14.7K	0.32%	27
2025 Q2	$627K	Sell	8,859 -695	-7%	-$49.5K	0.38%	24
2025 Q1	$684K	Sell	9,554 -572	-6%	-$38.2K	0.47%	22
2024 Q4	$630K	Buy	+10,126	New	+$661K	0.39%	22
2024 Q2	$738K	Sell	11,600 -1,720	-13%	-$106K	0.55%	20
2024 Q1	$815K	Sell	13,320 -62,008	-82%	-$3.72M	0.66%	21
2023 Q4	$4.44M	Sell	75,328 -2,368	-3%	-$135K	4.11%	12
2023 Q3	$4.35M	Buy	77,696 +68,473	+742%	+$4.11M	4.54%	12
2023 Q2	$555K	Hold	9,223	–	–	0.55%	20
2023 Q1	$572K	Hold	9,223	–	–	0.63%	20
2022 Q4	$587K	Hold	9,223	–	–	0.71%	21
2022 Q3	$517K	Hold	9,223	–	–	0.62%	23
2022 Q2	$580K	Hold	9,223	–	–	0.64%	28
2022 Q1	$572K	Sell	9,223 -21	-0.2%	-$1.28K	0.49%	32
2021 Q4	$548K	Hold	9,244	–	–	0.44%	32
2021 Q3	$485K	Sell	9,244 -700	-7%	-$39K	0.42%	34
2021 Q2	$539K	Sell	9,944 -200	-2%	-$10.9K	0.47%	30
2021 Q1	$535K	Buy	+10,144	New	+$511K	0.49%	31

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

Bradley & Co Private Wealth Management's KO Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its Coca-Cola (KO) position steady in Q1 2026 at 7,693 shares worth $589K. The position accounts for 0.31% of the portfolio, ranked #35.

Bradley & Co Private Wealth Management first reported a position in KO in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.44M in Q4 2023. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Bradley & Co Private Wealth Management held 7,693 shares of Coca-Cola worth $589K as of Q1 2026.
Bradley & Co Private Wealth Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.31% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #35 holding.
Bradley & Co Private Wealth Management first reported a position in Coca-Cola in Q1 2021 and has held it in 20 quarters since.
Bradley & Co Private Wealth Management's Coca-Cola position peaked at $4.44M in Q4 2023.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.