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 $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

Destination Wealth Management's KO Position: Q1 2026 in Review

Destination Wealth Management increased its Coca-Cola (KO) stake by 1.7% in Q1 2026, buying an estimated $126K and bringing the position to 102,292 shares worth $7.78M. The position accounts for 0.2% of the portfolio, ranked #86.

Destination Wealth Management first reported a position in KO in Q2 2014 and has held it in 48 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Destination Wealth Management held 102,292 shares of Coca-Cola worth $7.78M as of Q1 2026.
Destination Wealth Management bought 1,665 Coca-Cola shares in Q1 2026, an estimated $126K.
Coca-Cola made up 0.2% of Destination Wealth Management's portfolio in Q1 2026, its #86 holding.
Destination Wealth Management first reported a position in Coca-Cola in Q2 2014 and has held it in 48 quarters since.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.