Conscious Wealth Investments’s Coca-Cola KO Stock Holding History

Conscious Wealth Investments’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	$715K	Buy	9,493 +6	+0.1%	+$454	0.4%	41
2025 Q4	$745K	Buy	9,487 +105	+1%	+$7.32K	0.45%	43
2025 Q3	$646K	Hold	9,382	–	–	0.38%	43
2025 Q2	$651K	Hold	9,382	–	–	0.42%	38
2025 Q1	$662K	Sell	9,382 -205	-2%	-$13.7K	0.46%	37
2024 Q4	$601K	Hold	9,587	–	–	0.41%	39
2024 Q3	$652K	Hold	9,587	–	–	0.45%	40
2024 Q2	$623K	Hold	9,587	–	–	0.45%	40
2024 Q1	$557K	Hold	9,587	–	–	0.42%	41
2023 Q4	$567K	Buy	+9,587	New	+$545K	0.45%	43

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Conscious Wealth Investments's KO Position: Q1 2026 in Review

Conscious Wealth Investments increased its Coca-Cola (KO) stake by 0.06% in Q1 2026, buying an estimated $454 and bringing the position to 9,493 shares worth $715K. The position accounts for 0.4% of the portfolio, ranked #41.

Conscious Wealth Investments first reported a position in KO in Q4 2023 and has held it in 10 quarters since. The position peaked at $745K in Q4 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Conscious Wealth Investments held 9,493 shares of Coca-Cola worth $715K as of Q1 2026.
Conscious Wealth Investments bought 6 Coca-Cola shares in Q1 2026, an estimated $454.
Coca-Cola made up 0.4% of Conscious Wealth Investments's portfolio in Q1 2026, its #41 holding.
Conscious Wealth Investments first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
Conscious Wealth Investments's Coca-Cola position peaked at $745K in Q4 2025.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Conscious Wealth Investments's 13F filing for Q1 2026, filed 23 Apr 2026.