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 Q2	$851K	Buy	10,384 +891	+9%	+$70.4K	0.44%	41
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 $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 $3.38T AUM 44.17% 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

Conscious Wealth Investments's KO Position: Q2 2026 in Review

Conscious Wealth Investments increased its Coca-Cola (KO) stake by 9.4% in Q2 2026, buying an estimated $70.4K and bringing the position to 10,384 shares worth $851K. The position accounts for 0.44% of the portfolio, ranked #41.

Conscious Wealth Investments first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Conscious Wealth Investments held 10,384 shares of Coca-Cola worth $851K as of Q2 2026.
Conscious Wealth Investments bought 891 Coca-Cola shares in Q2 2026, an estimated $70.4K.
Coca-Cola made up 0.44% of Conscious Wealth Investments's portfolio in Q2 2026, its #41 holding.
Conscious Wealth Investments first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Conscious Wealth Investments's 13F filing for Q2 2026, filed 11 Aug 2026.