CWM
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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
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 $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

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

Consultiva Wealth Management held its Coca-Cola (KO) position steady in Q1 2026 at 464 shares worth $35.3K. The position accounts for 0.1% of the portfolio, ranked #113.

Consultiva Wealth Management first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $36.8K in Q1 2025. 3,556 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Consultiva Wealth Management held 464 shares of Coca-Cola worth $35.3K as of Q1 2026.
  • Consultiva Wealth Management left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.1% of Consultiva Wealth Management's portfolio in Q1 2026, its #113 holding.
  • Consultiva Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's Coca-Cola position peaked at $36.8K in Q1 2025.
  • 3,556 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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