BGWM
KO icon

Bridge Generations Wealth Management’s Coca-Cola KO Stock Holding History

Bridge Generations 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 		– Sell
-21
Closed -$1.47K – 80
2025
Q4 		$1.47K Hold
21
– – ﹤0.01% 75
2025
Q3 		$1.39K Hold
21
– – ﹤0.01% 80
2025
Q2 		$1.49K Hold
21
– – ﹤0.01% 71
2025
Q1 		$1.5K Buy
+21
New +$1.4K ﹤0.01% 92

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

Bridge Generations Wealth Management's KO Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 21 shares — an estimated $1.47K sold.

Bridge Generations Wealth Management first reported a position in KO in Q1 2025 and held it in 4 quarters. The position peaked at $1.5K in Q1 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Bridge Generations Wealth Management reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
  • Bridge Generations Wealth Management sold 21 Coca-Cola shares in Q1 2026, an estimated $1.47K.
  • Bridge Generations Wealth Management first reported a position in Coca-Cola in Q1 2025 and held it in 4 quarters.
  • Bridge Generations Wealth Management's Coca-Cola position peaked at $1.5K in Q1 2025.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.