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Bullock Wealth Management’s Coca-Cola KO Stock Holding History

Bullock 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 		$485K Buy
5,970
+3,417
+134% +$270K 0.21% 102
2026
Q1 		$194K Sell
2,553
-142
-5% -$10.7K 0.1% 169
2025
Q4 		$188K Hold
2,695
– – 0.09% 169
2025
Q3 		$180K Sell
2,695
-2
-0.1% -$138 0.09% 168
2025
Q2 		$193K Buy
2,697
+85
+3% +$6.05K 0.1% 152
2025
Q1 		$188K Sell
2,612
-1,220
-32% -$81.5K 0.1% 151
2024
Q4 		$239K Sell
3,832
-1,267
-25% -$82.7K 0.14% 129
2024
Q3 		$366K Buy
5,099
+99
+2% +$6.78K 0.22% 97
2024
Q2 		$316K Buy
5,000
+228
+5% +$14.1K 0.21% 100
2024
Q1 		$290K Buy
+4,772
New +$287K 0.19% 109

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's KO Position: Q2 2026 in Review

Bullock Wealth Management increased its Coca-Cola (KO) stake by 134% in Q2 2026, buying an estimated $270K and bringing the position to 5,970 shares worth $485K. The position accounts for 0.21% of the portfolio, ranked #102.

Bullock Wealth Management first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Bullock Wealth Management held 5,970 shares of Coca-Cola worth $485K as of Q2 2026.
  • Bullock Wealth Management bought 3,417 Coca-Cola shares in Q2 2026, an estimated $270K.
  • Coca-Cola made up 0.21% of Bullock Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Bullock Wealth Management first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.