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 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 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

Darden Wealth Group's KO Position: Q1 2026 in Review

Darden Wealth Group reduced its Coca-Cola (KO) stake by 4.7% in Q1 2026, selling an estimated $18.9K and leaving 5,081 shares worth $386K. The position accounts for 0.2% of the portfolio, ranked #97.

Darden Wealth Group first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Darden Wealth Group held 5,081 shares of Coca-Cola worth $386K as of Q1 2026.
Darden Wealth Group sold 250 Coca-Cola shares in Q1 2026, an estimated $18.9K.
Coca-Cola made up 0.2% of Darden Wealth Group's portfolio in Q1 2026, its #97 holding.
Darden Wealth Group first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.