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 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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return