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Concentrum Wealth Management’s Coca-Cola KO Stock Holding History

Concentrum 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 		$501K Buy
6,584
+148
+2% +$11.2K 0.15% 63
2025
Q4 		$450K Buy
6,436
+2,138
+50% +$149K 0.13% 54
2025
Q3 		$285K Buy
+4,298
New +$296K 0.08% 67

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

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

Concentrum Wealth Management increased its Coca-Cola (KO) stake by 2.3% in Q1 2026, buying an estimated $11.2K and bringing the position to 6,584 shares worth $501K. The position accounts for 0.15% of the portfolio, ranked #63.

Concentrum Wealth Management first reported a position in KO in Q3 2025 and has held it in 3 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Concentrum Wealth Management held 6,584 shares of Coca-Cola worth $501K as of Q1 2026.
  • Concentrum Wealth Management bought 148 Coca-Cola shares in Q1 2026, an estimated $11.2K.
  • Coca-Cola made up 0.15% of Concentrum Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Concentrum Wealth Management first reported a position in Coca-Cola in Q3 2025 and has held it in 3 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.