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Decker Wealth Management LLC’s Coca-Cola KO Stock Holding History

Decker Wealth Management LLC’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 		$420K Hold
5,162
– – 0.09% 82
2026
Q1 		$393K Hold
5,162
– – 0.09% 82
2025
Q4 		$361K Buy
+5,162
New +$360K 0.08% 83

Other funds holding KO

Berkshire Hathaway
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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

Decker Wealth Management LLC's KO Position: Q2 2026 in Review

Decker Wealth Management LLC held its Coca-Cola (KO) position steady in Q2 2026 at 5,162 shares worth $420K. The position accounts for 0.09% of the portfolio, ranked #82.

Decker Wealth Management LLC first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,612 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Decker Wealth Management LLC held 5,162 shares of Coca-Cola worth $420K as of Q2 2026.
  • Decker Wealth Management LLC left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.09% of Decker Wealth Management LLC's portfolio in Q2 2026, its #82 holding.
  • Decker Wealth Management LLC first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 3,612 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Decker Wealth Management LLC's 13F filing for Q2 2026, filed 30 Jul 2026.