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Cannon Wealth Management Services’s Coca-Cola KO Stock Holding History

Cannon Wealth Management Services’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 		$600K Sell
7,889
-376
-5% -$28.4K 0.41% 42
2025
Q4 		$578K Buy
8,265
+81
+1% +$5.65K 0.41% 41
2025
Q3 		$543K Buy
8,184
+63
+0.8% +$4.34K 0.41% 40
2025
Q2 		$575K Buy
8,121
+9
+0.1% +$641 0.47% 37
2025
Q1 		$587K Sell
8,112
-40
-0.5% -$2.67K 0.52% 33
2024
Q4 		$516K Buy
8,152
+87
+1% +$5.68K 0.45% 39
2024
Q3 		$580K Buy
+8,065
New +$552K 0.53% 38

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

Cannon Wealth Management Services's KO Position: Q1 2026 in Review

Cannon Wealth Management Services reduced its Coca-Cola (KO) stake by 4.5% in Q1 2026, selling an estimated $28.4K and leaving 7,889 shares worth $600K. The position accounts for 0.41% of the portfolio, ranked #42.

Cannon Wealth Management Services first reported a position in KO in Q3 2024 and has held it in 7 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Cannon Wealth Management Services held 7,889 shares of Coca-Cola worth $600K as of Q1 2026.
  • Cannon Wealth Management Services sold 376 Coca-Cola shares in Q1 2026, an estimated $28.4K.
  • Coca-Cola made up 0.41% of Cannon Wealth Management Services's portfolio in Q1 2026, its #42 holding.
  • Cannon Wealth Management Services first reported a position in Coca-Cola in Q3 2024 and has held it in 7 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Cannon Wealth Management Services's 13F filing for Q1 2026, filed 5 May 2026.