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

Consultiva 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 		$35.6K Sell
438
-26
-6% -$2.05K 0.08% 132
2026
Q1 		$35.3K Hold
464
– – 0.1% 113
2025
Q4 		$32.4K Sell
464
-50
-10% -$3.49K 0.09% 116
2025
Q3 		$34.1K Hold
514
– – 0.1% 111
2025
Q2 		$36.4K Hold
514
– – 0.11% 108
2025
Q1 		$36.8K Hold
514
– – 0.13% 104
2024
Q4 		$32K Buy
+514
New +$33.6K 0.16% 71

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Consultiva Wealth Management's KO Position: Q2 2026 in Review

Consultiva Wealth Management reduced its Coca-Cola (KO) stake by 5.6% in Q2 2026, selling an estimated $2.05K and leaving 438 shares worth $35.6K. The position accounts for 0.08% of the portfolio, ranked #132.

Consultiva Wealth Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.8K in Q1 2025. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Consultiva Wealth Management held 438 shares of Coca-Cola worth $35.6K as of Q2 2026.
  • Consultiva Wealth Management sold 26 Coca-Cola shares in Q2 2026, an estimated $2.05K.
  • Coca-Cola made up 0.08% of Consultiva Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Consultiva Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • Consultiva Wealth Management's Coca-Cola position peaked at $36.8K in Q1 2025.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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