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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
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 $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

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

Challenger Wealth Management reduced its Coca-Cola (KO) stake by 0.81% in Q1 2026, selling an estimated $4.69K and leaving 7,563 shares worth $575K. The position accounts for 0.46% of the portfolio, ranked #39.

Challenger Wealth Management first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $685K in Q4 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Challenger Wealth Management held 7,563 shares of Coca-Cola worth $575K as of Q1 2026.
  • Challenger Wealth Management sold 62 Coca-Cola shares in Q1 2026, an estimated $4.69K.
  • Coca-Cola made up 0.46% of Challenger Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Challenger Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • Challenger Wealth Management's Coca-Cola position peaked at $685K in Q4 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Challenger Wealth Management's 13F filing for Q1 2026, filed 28 May 2026.