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Coastline Complete Wealth’s Coca-Cola KO Stock Holding History

Coastline Complete Wealth’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 		$233K Buy
+3,070
New +$232K 0.14% 50

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

Coastline Complete Wealth's KO Position: Q1 2026 in Review

Coastline Complete Wealth opened a new position in Coca-Cola (KO) in Q1 2026: 3,070 shares worth $233K. The stake represents 0.14% of the portfolio and ranks #50 among its holdings.

3,570 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Coastline Complete Wealth held 3,070 shares of Coca-Cola worth $233K as of Q1 2026.
  • Coca-Cola was a new Coastline Complete Wealth position in Q1 2026.
  • Coca-Cola made up 0.14% of Coastline Complete Wealth's portfolio in Q1 2026, its #50 holding.
  • 3,570 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.