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 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 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

Correct Capital Wealth Management's KO Position: Q1 2026 in Review

Correct Capital Wealth Management reduced its Coca-Cola (KO) stake by 4.9% in Q1 2026, selling an estimated $116K and leaving 29,811 shares worth $2.27M. The position accounts for 0.42% of the portfolio, ranked #33.

Correct Capital Wealth Management first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Correct Capital Wealth Management held 29,811 shares of Coca-Cola worth $2.27M as of Q1 2026.
Correct Capital Wealth Management sold 1,534 Coca-Cola shares in Q1 2026, an estimated $116K.
Coca-Cola made up 0.42% of Correct Capital Wealth Management's portfolio in Q1 2026, its #33 holding.
Correct Capital Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.