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

Diversify 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 		$12.2M Buy
154,305
+96,493
+167% +$7.29M 0.22% 92
2025
Q4 		$4.12M Buy
57,812
+78
+0.1% +$5.44K 0.19% 140
2025
Q3 		$3.92M Buy
57,734
+2,355
+4% +$162K 0.23% 128
2025
Q2 		$3.92M Buy
55,379
+4,526
+9% +$322K 0.24% 124
2025
Q1 		$3.68M Buy
50,853
+6,906
+16% +$461K 0.27% 110
2024
Q4 		$2.68M Buy
43,947
+16,759
+62% +$1.09M 0.21% 127
2024
Q3 		$1.85M Buy
27,188
+2,689
+11% +$184K 0.18% 142
2024
Q2 		$1.67M Buy
+24,499
New +$1.52M 0.21% 112

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Diversify Wealth Management increased its Coca-Cola (KO) stake by 167% in Q1 2026, buying an estimated $7.29M and bringing the position to 154,305 shares worth $12.2M. The position accounts for 0.22% of the portfolio, ranked #92.

Diversify Wealth Management first reported a position in KO in Q2 2024 and has held it in 8 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Diversify Wealth Management held 154,305 shares of Coca-Cola worth $12.2M as of Q1 2026.
  • Diversify Wealth Management bought 96,493 Coca-Cola shares in Q1 2026, an estimated $7.29M.
  • Coca-Cola made up 0.22% of Diversify Wealth Management's portfolio in Q1 2026, its #92 holding.
  • Diversify Wealth Management first reported a position in Coca-Cola in Q2 2024 and has held it in 8 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.