Clear Wave Wealth Management’s Coca-Cola KO Stock Holding History

Clear Wave 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	$997K	Buy	12,271 +181	+1%	+$14.3K	0.18%	67
2026 Q1	$919K	Buy	+12,090	New	+$914K	0.2%	59

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clear Wave Wealth Management's KO Position: Q2 2026 in Review

Clear Wave Wealth Management increased its Coca-Cola (KO) stake by 1.5% in Q2 2026, buying an estimated $14.3K and bringing the position to 12,271 shares worth $997K. The position accounts for 0.18% of the portfolio, ranked #67.

Clear Wave Wealth Management first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,610 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Clear Wave Wealth Management held 12,271 shares of Coca-Cola worth $997K as of Q2 2026.
Clear Wave Wealth Management bought 181 Coca-Cola shares in Q2 2026, an estimated $14.3K.
Coca-Cola made up 0.18% of Clear Wave Wealth Management's portfolio in Q2 2026, its #67 holding.
Clear Wave Wealth Management first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
3,610 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Clear Wave Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.