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Bucket List Wealth Management’s Coca-Cola KO Stock Holding History

Bucket List 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
Q2 		$217K Buy
+2,667
New +$211K 0.11% 61
2026
Q1 		– Sell
-4,094
Closed -$286K – 64
2025
Q4 		$286K Buy
+4,094
New +$285K 0.17% 47

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

Bucket List Wealth Management's KO Position: Q2 2026 in Review

Bucket List Wealth Management opened a new position in Coca-Cola (KO) in Q2 2026: 2,667 shares worth $217K. The stake represents 0.11% of the portfolio and ranks #61 among its holdings. This is a return to the name: Bucket List Wealth Management previously reported a position in KO as recently as Q4 2025.

Bucket List Wealth Management first reported a position in KO in Q4 2025 and has held it in 2 quarters since. The position peaked at $286K in Q4 2025. 3,609 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Bucket List Wealth Management held 2,667 shares of Coca-Cola worth $217K as of Q2 2026.
  • Coca-Cola was a new Bucket List Wealth Management position in Q2 2026.
  • Coca-Cola made up 0.11% of Bucket List Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Bucket List Wealth Management first reported a position in Coca-Cola in Q4 2025 and has held it in 2 quarters since.
  • Bucket List Wealth Management's Coca-Cola position peaked at $286K in Q4 2025.
  • 3,609 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Bucket List Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.