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Darden Wealth Group’s Coca-Cola KO Stock Holding History

Darden Wealth Group’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 		$434K Buy
5,343
+262
+5% +$20.7K 0.17% 105
2026
Q1 		$386K Sell
5,081
-250
-5% -$18.9K 0.2% 97
2025
Q4 		$373K Hold
5,331
– – 0.18% 98
2025
Q3 		$354K Buy
5,331
+250
+5% +$17.2K 0.18% 98
2025
Q2 		$359K Hold
5,081
– – 0.22% 93
2025
Q1 		$364K Hold
5,081
– – 0.28% 70
2024
Q4 		$316K Hold
5,081
– – 0.21% 83
2024
Q3 		$365K Hold
5,081
– – 0.26% 72
2024
Q2 		$323K Hold
5,081
– – 0.19% 76
2024
Q1 		$313K Hold
5,081
– – 0.25% 79
2023
Q4 		$299K Buy
+5,081
New +$289K 0.29% 74

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

Darden Wealth Group's KO Position: Q2 2026 in Review

Darden Wealth Group increased its Coca-Cola (KO) stake by 5.2% in Q2 2026, buying an estimated $20.7K and bringing the position to 5,343 shares worth $434K. The position accounts for 0.17% of the portfolio, ranked #105.

Darden Wealth Group first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,639 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Darden Wealth Group held 5,343 shares of Coca-Cola worth $434K as of Q2 2026.
  • Darden Wealth Group bought 262 Coca-Cola shares in Q2 2026, an estimated $20.7K.
  • Coca-Cola made up 0.17% of Darden Wealth Group's portfolio in Q2 2026, its #105 holding.
  • Darden Wealth Group first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 3,639 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.