Brightwater Advisory’s Coca-Cola KO Stock Holding History

Brightwater Advisory’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	$389K	Hold	5,117	–	–	0.26%	49
2025 Q4	$358K	Hold	5,117	–	–	0.24%	50
2025 Q3	$339K	Sell	5,117 -284	-5%	-$19.5K	0.23%	49
2025 Q2	$382K	Sell	5,401 -1	-0%	-$71	0.27%	46
2025 Q1	$387K	Sell	5,402 -361	-6%	-$24.1K	0.31%	46
2024 Q4	$359K	Buy	5,763 +1	+0%	+$65	0.28%	49
2024 Q3	$414K	Hold	5,762	–	–	0.3%	47
2024 Q2	$367K	Sell	5,762 -171	-3%	-$10.6K	0.28%	51
2024 Q1	$363K	Hold	5,933	–	–	0.29%	44
2023 Q4	$350K	Buy	+5,933	New	+$337K	0.3%	41

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

Brightwater Advisory's KO Position: Q1 2026 in Review

Brightwater Advisory held its Coca-Cola (KO) position steady in Q1 2026 at 5,117 shares worth $389K. The position accounts for 0.26% of the portfolio, ranked #49.

Brightwater Advisory first reported a position in KO in Q4 2023 and has held it in 10 quarters since. The position peaked at $414K in Q3 2024. 3,558 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Brightwater Advisory held 5,117 shares of Coca-Cola worth $389K as of Q1 2026.
Brightwater Advisory left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.26% of Brightwater Advisory's portfolio in Q1 2026, its #49 holding.
Brightwater Advisory first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
Brightwater Advisory's Coca-Cola position peaked at $414K in Q3 2024.
3,558 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Brightwater Advisory's 13F filing for Q1 2026, filed 1 May 2026.