Destination Wealth Management’s Coca-Cola KO Stock Holding History

Destination Wealth Management’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	–	Sell	-2,000	Closed	-$14.7K	–	344
2025 Q4	$14.7K	Buy	+2,000	New	+$139K	﹤0.01%	320
2024 Q1	–	Sell	-100	Closed	-$695	–	230
2023 Q4	$695	Hold	100	–	–	﹤0.01%	216
2023 Q3	$575	Hold	100	–	–	﹤0.01%	208
2023 Q2	$944	Hold	100	–	–	﹤0.01%	211
2023 Q1	$1.1K	Buy	+100	New	+$6.05K	﹤0.01%	215

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Destination Wealth Management's KO Position: Q2 2026 in Review

Destination Wealth Management increased its Coca-Cola (KO) stake by 2.3% in Q2 2026, buying an estimated $187K and bringing the position to 104,656 shares worth $8.51M. The position accounts for 0.2% of the portfolio, ranked #84.

Destination Wealth Management first reported a position in KO in Q2 2014 and has held it in 49 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Destination Wealth Management held 104,656 shares of Coca-Cola worth $8.51M as of Q2 2026.
Destination Wealth Management bought 2,364 Coca-Cola shares in Q2 2026, an estimated $187K.
Coca-Cola made up 0.2% of Destination Wealth Management's portfolio in Q2 2026, its #84 holding.
Destination Wealth Management first reported a position in Coca-Cola in Q2 2014 and has held it in 49 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.