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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
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 $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

Buck Wealth Strategies's KO Position: Q1 2026 in Review

Buck Wealth Strategies increased its Coca-Cola (KO) stake by 1.8% in Q1 2026, buying an estimated $230K and bringing the position to 175,083 shares worth $13.3M. The position accounts for 1.64% of the portfolio, ranked #21.

Buck Wealth Strategies first reported a position in KO in Q3 2022 and has held it in 14 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Buck Wealth Strategies held 175,083 shares of Coca-Cola worth $13.3M as of Q1 2026.
  • Buck Wealth Strategies bought 3,042 Coca-Cola shares in Q1 2026, an estimated $230K.
  • Coca-Cola made up 1.64% of Buck Wealth Strategies's portfolio in Q1 2026, its #21 holding.
  • Buck Wealth Strategies first reported a position in Coca-Cola in Q3 2022 and has held it in 14 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Buck Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.