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Buck Wealth Strategies’s Coca-Cola KO Stock Holding History

Buck Wealth Strategies’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
Q2 		$14.5M Buy
178,406
+3,323
+2% +$262K 1.52% 17
2026
Q1 		$13.3M Buy
175,083
+3,042
+2% +$230K 1.64% 21
2025
Q4 		$12M Buy
172,041
+13,312
+8% +$928K 1.53% 25
2025
Q3 		$10.5M Buy
158,729
+4,300
+3% +$296K 1.44% 29
2025
Q2 		$10.9M Buy
154,429
+13,224
+9% +$942K 1.66% 21
2025
Q1 		$10.1M Sell
141,205
-1,909
-1% -$127K 1.84% 19
2024
Q4 		$8.91M Buy
143,114
+39,409
+38% +$2.57M 1.85% 26
2024
Q3 		$7.45M Sell
103,705
-16,600
-14% -$1.14M 2.35% 16
2024
Q2 		$7.66M Sell
120,305
-19,750
-14% -$1.22M 2.26% 15
2024
Q1 		$8.57M Buy
140,055
+11,659
+9% +$700K 2.94% 8
2023
Q4 		$7.57M Buy
128,396
+29,097
+29% +$1.65M 2.8% 12
2023
Q3 		$5.56M Buy
99,299
+9,998
+11% +$600K 2.24% 21
2023
Q2 		$5.38M Buy
89,301
+6,186
+7% +$385K 2.33% 19
2023
Q1 		$5.16M Buy
+83,115
New +$5.03M 2.51% 16
2022
Q3 		$5.1M Buy
+91,088
New +$5.66M 2.38% 21

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Buck Wealth Strategies's KO Position: Q2 2026 in Review

Buck Wealth Strategies increased its Coca-Cola (KO) stake by 1.9% in Q2 2026, buying an estimated $262K and bringing the position to 178,406 shares worth $14.5M. The position accounts for 1.52% of the portfolio, ranked #17.

Buck Wealth Strategies first reported a position in KO in Q3 2022 and has held it in 15 quarters since. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Buck Wealth Strategies held 178,406 shares of Coca-Cola worth $14.5M as of Q2 2026.
  • Buck Wealth Strategies bought 3,323 Coca-Cola shares in Q2 2026, an estimated $262K.
  • Coca-Cola made up 1.52% of Buck Wealth Strategies's portfolio in Q2 2026, its #17 holding.
  • Buck Wealth Strategies first reported a position in Coca-Cola in Q3 2022 and has held it in 15 quarters since.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.