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

CCG 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
Q1 		$438K Buy
5,719
+1,132
+25% +$85.6K 0.12% 92
2025
Q4 		$321K Buy
4,587
+207
+5% +$14.4K 0.14% 74
2025
Q3 		$290K Buy
4,380
+29
+0.7% +$2K 0.14% 72
2025
Q2 		$308K Buy
4,351
+23
+0.5% +$1.64K 0.16% 60
2025
Q1 		$310K Buy
4,328
+460
+12% +$30.7K 0.19% 56
2024
Q4 		$241K Buy
3,868
+254
+7% +$16.6K 0.13% 63
2024
Q3 		$260K Buy
3,614
+149
+4% +$10.2K 0.15% 60
2024
Q2 		$221K Buy
+3,465
New +$214K 0.12% 62

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

CCG Wealth Management's KO Position: Q1 2026 in Review

CCG Wealth Management increased its Coca-Cola (KO) stake by 25% in Q1 2026, buying an estimated $85.6K and bringing the position to 5,719 shares worth $438K. The position accounts for 0.12% of the portfolio, ranked #92.

CCG Wealth Management first reported a position in KO in Q2 2024 and has held it in 8 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • CCG Wealth Management held 5,719 shares of Coca-Cola worth $438K as of Q1 2026.
  • CCG Wealth Management bought 1,132 Coca-Cola shares in Q1 2026, an estimated $85.6K.
  • Coca-Cola made up 0.12% of CCG Wealth Management's portfolio in Q1 2026, its #92 holding.
  • CCG Wealth Management first reported a position in Coca-Cola in Q2 2024 and has held it in 8 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.