CWM
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Chesapeake Wealth Management’s Coca-Cola KO Stock Holding History

Chesapeake 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 		$1.69M Sell
22,273
-35
-0.2% -$2.65K 0.52% 54
2025
Q4 		$1.56M Sell
22,308
-132
-0.6% -$9.2K 0.46% 58
2025
Q3 		$1.49M Sell
22,440
-290
-1% -$20K 0.45% 56
2025
Q2 		$1.61M Sell
22,730
-288
-1% -$20.5K 0.54% 51
2025
Q1 		$1.65M Sell
23,018
-552
-2% -$36.9K 0.59% 51
2024
Q4 		$1.47M Buy
23,570
+141
+0.6% +$9.2K 0.5% 55
2024
Q3 		$1.68M Buy
23,429
+1,494
+7% +$102K 0.57% 52
2024
Q2 		$1.4M Buy
21,935
+269
+1% +$16.7K 0.51% 58
2024
Q1 		$1.33M Sell
21,666
-717
-3% -$43.1K 0.48% 60
2023
Q4 		$1.32M Buy
22,383
+899
+4% +$51.1K 0.51% 58
2023
Q3 		$1.2M Buy
21,484
+947
+5% +$56.8K 0.5% 62
2023
Q2 		$1.24M Buy
20,537
+1,422
+7% +$88.5K 0.49% 62
2023
Q1 		$1.19M Buy
19,115
+1,312
+7% +$79.4K 0.49% 60
2022
Q4 		$1.13M Buy
17,803
+9,460
+113% +$571K 0.5% 60
2022
Q3 		$467K Sell
8,343
-330
-4% -$20.5K 0.21% 102
2022
Q2 		$546K Buy
8,673
+25
+0.3% +$1.58K 0.23% 101
2022
Q1 		$536K Sell
8,648
-92
-1% -$5.59K 0.19% 113
2021
Q4 		$518K Sell
8,740
-52
-0.6% -$2.9K 0.17% 118
2021
Q3 		$461K Sell
8,792
-801
-8% -$44.6K 0.16% 128
2021
Q2 		$519K Sell
9,593
-1,356
-12% -$73.8K 0.17% 131
2021
Q1 		$577K Sell
10,949
-1,140
-9% -$57.4K 0.19% 115
2020
Q4 		$663K Sell
12,089
-1,249
-9% -$64.6K 0.23% 104
2020
Q3 		$659K Sell
13,338
-9,055
-40% -$435K 0.25% 98
2020
Q2 		$1M Sell
22,393
-5,870
-21% -$270K 0.4% 77
2020
Q1 		$1.25M Buy
28,263
+809
+3% +$43.7K 0.58% 43
2019
Q4 		$1.52M Buy
27,454
+1,845
+7% +$99.2K 0.59% 45
2019
Q3 		$1.39M Buy
25,609
+2,753
+12% +$147K 0.57% 46
2019
Q2 		$1.16M Buy
22,856
+4,017
+21% +$197K 0.49% 58
2019
Q1 		$883K Buy
+18,839
New +$881K 0.39% 73

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

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

Chesapeake Wealth Management reduced its Coca-Cola (KO) stake by 0.16% in Q1 2026, selling an estimated $2.65K and leaving 22,273 shares worth $1.69M. The position accounts for 0.52% of the portfolio, ranked #54.

Chesapeake Wealth Management first reported a position in KO in Q1 2019 and has held it in 29 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Chesapeake Wealth Management held 22,273 shares of Coca-Cola worth $1.69M as of Q1 2026.
  • Chesapeake Wealth Management sold 35 Coca-Cola shares in Q1 2026, an estimated $2.65K.
  • Coca-Cola made up 0.52% of Chesapeake Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Chesapeake Wealth Management first reported a position in Coca-Cola in Q1 2019 and has held it in 29 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.