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Dynamic Wealth Strategies’s Coca-Cola KO Stock Holding History

Dynamic Wealth Strategies’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 		$148K Sell
1,819
-485
-21% -$38.3K 0.08% 96
2026
Q1 		$175K Buy
2,304
+665
+41% +$50.3K 0.1% 85
2025
Q4 		$115K Buy
1,639
+985
+151% +$68.7K 0.07% 108
2025
Q3 		$43.4K Hold
654
– – 0.03% 137
2025
Q2 		$46.3K Sell
654
-227
-26% -$16.2K 0.03% 123
2025
Q1 		$63.1K Buy
+881
New +$58.8K 0.05% 118
2024
Q4 		– Sell
-881
Closed -$63K – 158
2024
Q3 		$63K Hold
881
– – 0.05% 118
2024
Q2 		$56K Hold
881
– – 0.05% 119
2024
Q1 		$54K Hold
881
– – 0.05% 121
2023
Q4 		$51.9K Buy
+881
New +$50K 0.05% 119

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

Dynamic Wealth Strategies's KO Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its Coca-Cola (KO) stake by 21% in Q2 2026, selling an estimated $38.3K and leaving 1,819 shares worth $148K. The position accounts for 0.08% of the portfolio, ranked #96.

Dynamic Wealth Strategies first reported a position in KO in Q4 2023 and has held it in 10 quarters since. The position peaked at $175K in Q1 2026. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Dynamic Wealth Strategies held 1,819 shares of Coca-Cola worth $148K as of Q2 2026.
  • Dynamic Wealth Strategies sold 485 Coca-Cola shares in Q2 2026, an estimated $38.3K.
  • Coca-Cola made up 0.08% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #96 holding.
  • Dynamic Wealth Strategies first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Coca-Cola position peaked at $175K in Q1 2026.
  • 3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.