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Center for Wealth Management Advisory’s Coca-Cola KO Stock Holding History

Center for Wealth Management Advisory’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 		$1.76M Buy
23,080
+81
+0.4% +$6.12K 1.26% 22
2025
Q4 		$1.61M Buy
+22,999
New +$1.6M 1.19% 28

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

Center for Wealth Management Advisory's KO Position: Q1 2026 in Review

Center for Wealth Management Advisory increased its Coca-Cola (KO) stake by 0.35% in Q1 2026, buying an estimated $6.12K and bringing the position to 23,080 shares worth $1.76M. The position accounts for 1.26% of the portfolio, ranked #22.

Center for Wealth Management Advisory first reported a position in KO in Q4 2025 and has held it in 2 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Center for Wealth Management Advisory held 23,080 shares of Coca-Cola worth $1.76M as of Q1 2026.
  • Center for Wealth Management Advisory bought 81 Coca-Cola shares in Q1 2026, an estimated $6.12K.
  • Coca-Cola made up 1.26% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #22 holding.
  • Center for Wealth Management Advisory first reported a position in Coca-Cola in Q4 2025 and has held it in 2 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.