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Cherry Tree Wealth Management’s Coca-Cola KO Stock Holding History

Cherry Tree 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 		$190K Hold
2,497
– – 0.04% 165
2025
Q4 		$175K Buy
2,497
+1,353
+118% +$94.3K 0.04% 173
2025
Q3 		$75.9K Sell
1,144
-420
-27% -$28.9K 0.02% 234
2025
Q2 		$111K Sell
1,564
-350
-18% -$24.9K 0.03% 206
2025
Q1 		$137K Buy
1,914
+56
+3% +$3.74K 0.03% 189
2024
Q4 		$116K Hold
1,858
– – 0.03% 196
2024
Q3 		$134K Hold
1,858
– – 0.03% 190
2024
Q2 		$118K Buy
1,858
+14
+0.8% +$867 0.03% 188
2024
Q1 		$113K Buy
1,844
+25
+1% +$1.5K 0.03% 194
2023
Q4 		$107K Hold
1,819
– – 0.03% 190
2023
Q3 		$102K Hold
1,819
– – 0.03% 183
2023
Q2 		$110K Buy
+1,819
New +$113K 0.03% 183

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Cherry Tree Wealth Management's KO Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Coca-Cola (KO) position steady in Q1 2026 at 2,497 shares worth $190K. The position accounts for 0.04% of the portfolio, ranked #165.

Cherry Tree Wealth Management first reported a position in KO in Q2 2023 and has held it in 12 quarters since. 3,571 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Cherry Tree Wealth Management held 2,497 shares of Coca-Cola worth $190K as of Q1 2026.
  • Cherry Tree Wealth Management left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.04% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #165 holding.
  • Cherry Tree Wealth Management first reported a position in Coca-Cola in Q2 2023 and has held it in 12 quarters since.
  • 3,571 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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