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

Challenger 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 		$635K Buy
7,817
+254
+3% +$20.1K 0.47% 37
2026
Q1 		$575K Sell
7,563
-62
-0.8% -$4.69K 0.46% 39
2025
Q4 		$533K Buy
7,625
+63
+0.8% +$4.39K 0.41% 40
2025
Q3 		$502K Sell
7,562
-1,931
-20% -$133K 0.39% 43
2025
Q2 		$672K Sell
9,493
-10
-0.1% -$712 0.47% 38
2025
Q1 		$681K Sell
9,503
-1,502
-14% -$100K 0.54% 40
2024
Q4 		$685K Buy
+11,005
New +$718K 0.59% 41

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 $3.37T AUM 44.26% 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

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

Challenger Wealth Management increased its Coca-Cola (KO) stake by 3.4% in Q2 2026, buying an estimated $20.1K and bringing the position to 7,817 shares worth $635K. The position accounts for 0.47% of the portfolio, ranked #37.

Challenger Wealth Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $685K in Q4 2024. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Challenger Wealth Management held 7,817 shares of Coca-Cola worth $635K as of Q2 2026.
  • Challenger Wealth Management bought 254 Coca-Cola shares in Q2 2026, an estimated $20.1K.
  • Coca-Cola made up 0.47% of Challenger Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Challenger Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • Challenger Wealth Management's Coca-Cola position peaked at $685K in Q4 2024.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Challenger Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.