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CreativeOne Wealth’s Coca-Cola KO Stock Holding History

CreativeOne Wealth’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 		$4.26M Sell
52,433
-4,240
-7% -$335K 0.09% 201
2026
Q1 		$4.31M Buy
56,673
+401
+0.7% +$30.3K 0.1% 189
2025
Q4 		$3.93M Buy
56,272
+2,777
+5% +$194K 0.1% 194
2025
Q3 		$3.55M Buy
53,495
+204
+0.4% +$14K 0.09% 213
2025
Q2 		$3.77M Sell
53,291
-519
-1% -$37K 0.1% 187
2025
Q1 		$3.85M Buy
53,810
+3,616
+7% +$241K 0.12% 171
2024
Q4 		$3.13M Buy
50,194
+5,865
+13% +$383K 0.1% 192
2024
Q3 		$3.19M Sell
44,329
-552
-1% -$37.8K 0.11% 180
2024
Q2 		$2.86M Sell
44,881
-33,002
-42% -$2.04M 0.14% 137
2024
Q1 		$4.76M Buy
77,883
+27,217
+54% +$1.63M 0.19% 108
2023
Q4 		$2.98M Buy
50,666
+3,497
+7% +$199K 0.19% 105
2023
Q3 		$2.64M Buy
47,169
+919
+2% +$55.1K 0.19% 105
2023
Q2 		$2.79M Sell
46,250
-23,905
-34% -$1.49M 0.13% 141
2023
Q1 		$4.35M Buy
70,155
+10,008
+17% +$606K 0.21% 88
2022
Q4 		$3.83M Buy
60,147
+3,292
+6% +$199K 0.21% 96
2022
Q3 		$3.19M Buy
56,855
+9,098
+19% +$565K 0.19% 99
2022
Q2 		$3M Buy
47,757
+23,733
+99% +$1.5M 0.16% 99
2022
Q1 		$1.49M Sell
24,024
-557
-2% -$33.9K 0.08% 215
2021
Q4 		$1.46M Sell
24,581
-1,154
-4% -$64.3K 0.07% 235
2021
Q3 		$1.35M Buy
25,735
+2,418
+10% +$135K 0.08% 221
2021
Q2 		$1.26M Buy
23,317
+5,497
+31% +$299K 0.08% 210
2021
Q1 		$939K Buy
17,820
+3,953
+29% +$199K 0.07% 215
2020
Q4 		$761K Buy
+13,867
New +$717K 0.06% 222

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 $3.37T AUM 44.26% 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

CreativeOne Wealth's KO Position: Q2 2026 in Review

CreativeOne Wealth reduced its Coca-Cola (KO) stake by 7.5% in Q2 2026, selling an estimated $335K and leaving 52,433 shares worth $4.26M. The position accounts for 0.09% of the portfolio, ranked #201.

CreativeOne Wealth first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.76M in Q1 2024. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • CreativeOne Wealth held 52,433 shares of Coca-Cola worth $4.26M as of Q2 2026.
  • CreativeOne Wealth sold 4,240 Coca-Cola shares in Q2 2026, an estimated $335K.
  • Coca-Cola made up 0.09% of CreativeOne Wealth's portfolio in Q2 2026, its #201 holding.
  • CreativeOne Wealth first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • CreativeOne Wealth's Coca-Cola position peaked at $4.76M in Q1 2024.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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