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

Drive 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
Q2 		$1.58M Buy
19,295
+609
+3% +$48.1K 0.28% 62
2026
Q1 		$1.43M Buy
18,686
+84
+0.5% +$6.35K 0.3% 62
2025
Q4 		$1.3M Buy
18,602
+7,299
+65% +$509K 0.25% 76
2025
Q3 		$756K Sell
11,303
-1,832
-14% -$126K 0.16% 111
2025
Q2 		$936K Buy
13,135
+2,322
+21% +$165K 0.21% 99
2025
Q1 		$780K Buy
10,813
+245
+2% +$16.4K 0.18% 104
2024
Q4 		$658K Buy
10,568
+377
+4% +$24.6K 0.16% 106
2024
Q3 		$737K Buy
10,191
+367
+4% +$25.1K 0.19% 97
2024
Q2 		$630K Buy
9,824
+151
+2% +$9.35K 0.17% 105
2024
Q1 		$597K Sell
9,673
-133
-1% -$7.99K 0.17% 110
2023
Q4 		$578K Sell
9,806
-557
-5% -$31.6K 0.19% 111
2023
Q3 		$585K Buy
10,363
+677
+7% +$40.6K 0.21% 96
2023
Q2 		$588K Sell
9,686
-127
-1% -$7.9K 0.22% 96
2023
Q1 		$613K Buy
9,813
+578
+6% +$35K 0.26% 95
2022
Q4 		$587K Buy
9,235
+2,877
+45% +$174K 0.29% 82
2022
Q3 		$359K Buy
6,358
+842
+15% +$52.3K 0.34% 86
2022
Q2 		$349K Buy
5,516
+872
+19% +$55.3K 0.32% 98
2022
Q1 		$290K Buy
4,644
+1,100
+31% +$66.9K 0.24% 107
2021
Q4 		$210K Buy
+3,544
New +$197K 0.18% 139

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

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

Drive Wealth Management increased its Coca-Cola (KO) stake by 3.3% in Q2 2026, buying an estimated $48.1K and bringing the position to 19,295 shares worth $1.58M. The position accounts for 0.28% of the portfolio, ranked #62.

Drive Wealth Management first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Drive Wealth Management held 19,295 shares of Coca-Cola worth $1.58M as of Q2 2026.
  • Drive Wealth Management bought 609 Coca-Cola shares in Q2 2026, an estimated $48.1K.
  • Coca-Cola made up 0.28% of Drive Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Drive Wealth Management first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.