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Correct Capital Wealth Management’s Coca-Cola KO Stock Holding History

Correct Capital 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 		$2.38M Sell
29,237
-574
-2% -$45.3K 0.41% 31
2026
Q1 		$2.27M Sell
29,811
-1,534
-5% -$116K 0.42% 33
2025
Q4 		$2.19M Buy
31,345
+1,955
+7% +$136K 0.41% 34
2025
Q3 		$1.95M Buy
29,390
+350
+1% +$24.1K 0.32% 41
2025
Q2 		$2.05M Buy
29,040
+793
+3% +$56.5K 0.3% 33
2025
Q1 		$2.02M Buy
28,247
+1,401
+5% +$93.6K 0.33% 29
2024
Q4 		$1.67M Buy
26,846
+2,085
+8% +$136K 0.33% 32
2024
Q3 		$1.78M Buy
24,761
+7,550
+44% +$517K 0.39% 29
2024
Q2 		$1.1M Buy
17,211
+2,385
+16% +$148K 0.26% 44
2024
Q1 		$907K Buy
14,826
+2,354
+19% +$141K 0.21% 61
2023
Q4 		$735K Buy
+12,472
New +$708K 0.19% 60

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

Correct Capital Wealth Management's KO Position: Q2 2026 in Review

Correct Capital Wealth Management reduced its Coca-Cola (KO) stake by 1.9% in Q2 2026, selling an estimated $45.3K and leaving 29,237 shares worth $2.38M. The position accounts for 0.41% of the portfolio, ranked #31.

Correct Capital Wealth Management 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.

  • Correct Capital Wealth Management held 29,237 shares of Coca-Cola worth $2.38M as of Q2 2026.
  • Correct Capital Wealth Management sold 574 Coca-Cola shares in Q2 2026, an estimated $45.3K.
  • Coca-Cola made up 0.41% of Correct Capital Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Correct Capital Wealth Management 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 Correct Capital Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.