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Dodds Wealth’s Coca-Cola KO Stock Holding History

Dodds Wealth’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 		$305K Hold
3,747
– – 0.07% 47
2026
Q1 		$285K Buy
3,747
+7
+0.2% +$529 0.07% 46
2025
Q4 		$261K Hold
3,740
– – 0.06% 51
2025
Q3 		$248K Hold
3,740
– – 0.06% 52
2025
Q2 		$265K Hold
3,740
– – 0.07% 48
2025
Q1 		$268K Hold
3,740
– – 0.09% 50
2024
Q4 		$231K Buy
3,740
+1
+0% +$65 0.07% 57
2024
Q3 		$259K Buy
3,739
+370
+11% +$25.3K 0.09% 49
2024
Q2 		$211K Sell
3,369
-12
-0.4% -$743 0.08% 56
2024
Q1 		$207K Buy
+3,381
New +$203K 0.08% 56

Other funds holding KO

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

Dodds Wealth's KO Position: Q2 2026 in Review

Dodds Wealth held its Coca-Cola (KO) position steady in Q2 2026 at 3,747 shares worth $305K. The position accounts for 0.07% of the portfolio, ranked #47.

Dodds Wealth first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 3,609 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Dodds Wealth held 3,747 shares of Coca-Cola worth $305K as of Q2 2026.
  • Dodds Wealth left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.07% of Dodds Wealth's portfolio in Q2 2026, its #47 holding.
  • Dodds Wealth first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Dodds Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.