Dakota Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.16M | Sell |
67,904
-15,720
| -19% | -$1.19M | 0.11% | 172 |
|
|
2025
Q4 | $5.85M | Buy |
83,624
+3,647
| +5% | +$254K | 0.1% | 156 |
|
|
2025
Q3 | $5.3M | Sell |
79,977
-41,346
| -34% | -$2.85M | 0.11% | 154 |
|
|
2025
Q2 | $8.58M | Buy |
121,323
+25,444
| +27% | +$1.81M | 0.18% | 109 |
|
|
2025
Q1 | $6.87M | Buy |
95,879
+2,185
| +2% | +$146K | 0.16% | 119 |
|
|
2024
Q4 | $5.83M | Sell |
93,694
-7,304
| -7% | -$477K | 0.13% | 137 |
|
|
2024
Q3 | $7.26M | Buy |
100,998
+1,127
| +1% | +$77.2K | 0.16% | 121 |
|
|
2024
Q2 | $6.36M | Sell |
99,871
-844
| -0.8% | -$52.2K | 0.15% | 121 |
|
|
2024
Q1 | $6.16M | Buy |
100,715
+39,532
| +65% | +$2.37M | 0.15% | 135 |
|
|
2023
Q4 | $3.61M | Sell |
61,183
-2,737
| -4% | -$155K | 0.14% | 151 |
|
|
2023
Q3 | $3.58M | Buy |
63,920
+16,679
| +35% | +$1M | 0.16% | 143 |
|
|
2023
Q2 | $2.84M | Buy |
47,241
+30,423
| +181% | +$1.89M | 0.13% | 142 |
|
|
2023
Q1 | $1.04M | Sell |
16,818
-417
| -2% | -$25.2K | 0.07% | 229 |
|
|
2022
Q4 | $1.1M | Sell |
17,235
-1,013
| -6% | -$61.2K | 0.08% | 211 |
|
|
2022
Q3 | $1.02M | Buy |
18,248
+1,399
| +8% | +$86.9K | 0.08% | 213 |
|
|
2022
Q2 | $1.06M | Buy |
16,849
+2,384
| +16% | +$151K | 0.1% | 184 |
|
|
2022
Q1 | $896K | Buy |
14,465
+2,829
| +24% | +$172K | 0.07% | 205 |
|
|
2021
Q4 | $689K | Buy |
11,636
+673
| +6% | +$37.5K | 0.07% | 212 |
|
|
2021
Q3 | $575K | Buy |
10,963
+1,265
| +13% | +$70.5K | 0.07% | 208 |
|
|
2021
Q2 | $525K | Buy |
9,698
+29
| +0.3% | +$1.58K | 0.06% | 214 |
|
|
2021
Q1 | $509K | Sell |
9,669
-704
| -7% | -$35.4K | 0.07% | 208 |
|
|
2020
Q4 | $568K | Buy |
10,373
+2,227
| +27% | +$115K | 0.07% | 198 |
|
|
2020
Q3 | $402K | Buy |
8,146
+1,491
| +22% | +$71.7K | 0.06% | 199 |
|
|
2020
Q2 | $297K | Sell |
6,655
-2,033
| -23% | -$93.6K | 0.05% | 221 |
|
|
2020
Q1 | $384K | Sell |
8,688
-625
| -7% | -$33.8K | 0.08% | 168 |
|
|
2019
Q4 | $515K | Buy |
9,313
+63
| +0.7% | +$3.39K | 0.08% | 189 |
|
|
2019
Q3 | $504K | Buy |
+9,250
| New | +$495K | 0.09% | 183 |
|
|
2019
Q2 | – | Sell |
-9,698
| Closed | -$455K | – | 300 |
|
|
2019
Q1 | $455K | Sell |
9,698
-810
| -8% | -$37.9K | 0.09% | 187 |
|
|
2018
Q4 | $492K | Buy |
10,508
+1,279
| +14% | +$61.2K | 0.11% | 158 |
|
|
2018
Q3 | $426K | Sell |
9,229
-3,275
| -26% | -$150K | 0.1% | 168 |
|
|
2018
Q2 | $548K | Buy |
+12,504
| New | +$540K | 0.15% | 115 |
|
Other funds holding KO
VCM
VPM
Dakota Wealth Management's KO Position: Q1 2026 in Review
Dakota Wealth Management reduced its Coca-Cola (KO) stake by 19% in Q1 2026, selling an estimated $1.19M and leaving 67,904 shares worth $5.16M. The position accounts for 0.11% of the portfolio, ranked #172.
Dakota Wealth Management first reported a position in KO in Q2 2018 and has held it in 31 quarters since. The position peaked at $8.58M in Q2 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Dakota Wealth Management held 67,904 shares of Coca-Cola worth $5.16M as of Q1 2026.
- Dakota Wealth Management sold 15,720 Coca-Cola shares in Q1 2026, an estimated $1.19M.
- Coca-Cola made up 0.11% of Dakota Wealth Management's portfolio in Q1 2026, its #172 holding.
- Dakota Wealth Management first reported a position in Coca-Cola in Q2 2018 and has held it in 31 quarters since.
- Dakota Wealth Management's Coca-Cola position peaked at $8.58M in Q2 2025.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.