C2C Wealth Management’s Coca-Cola KO Stock Holding History

C2C 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	$215K	Hold	2,644	–	–	0.17%	86
2026 Q1	$201K	Buy	+2,644	New	+$200K	0.17%	88
2023 Q4	–	Sell	-46,460	Closed	-$2.57M	–	170
2023 Q3	$2.57M	Buy	46,460 +20	+0%	+$1.2K	0.37%	27
2023 Q2	$2.82M	Hold	46,440	–	–	0.37%	24
2023 Q1	$2.91M	Buy	46,440 +200	+0.4%	+$12.1K	0.47%	18
2022 Q4	$2.79M	Hold	46,240	–	–	0.48%	18
2022 Q3	$2.63M	Sell	46,240 -500	-1%	-$31.1K	0.51%	18
2022 Q2	$2.92M	Sell	46,740 -1,900	-4%	-$120K	0.54%	19
2022 Q1	$3.19M	Sell	48,640 -6,882	-12%	-$419K	0.54%	20
2021 Q4	$3.29M	Buy	+55,522	New	+$3.09M	0.47%	22

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

C2C Wealth Management's KO Position: Q2 2026 in Review

C2C Wealth Management held its Coca-Cola (KO) position steady in Q2 2026 at 2,644 shares worth $215K. The position accounts for 0.17% of the portfolio, ranked #86.

C2C Wealth Management first reported a position in KO in Q4 2021 and has held it in 10 quarters since. The position peaked at $3.29M in Q4 2021. 3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

C2C Wealth Management held 2,644 shares of Coca-Cola worth $215K as of Q2 2026.
C2C Wealth Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.17% of C2C Wealth Management's portfolio in Q2 2026, its #86 holding.
C2C Wealth Management first reported a position in Coca-Cola in Q4 2021 and has held it in 10 quarters since.
C2C Wealth Management's Coca-Cola position peaked at $3.29M in Q4 2021.
3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.