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

Dynasty 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	$2.65M	Buy	32,606 +2,895	+10%	+$229K	0.02%	114
2026 Q1	$2.26M	Sell	29,711 -872	-3%	-$65.9K	0.02%	118
2025 Q4	$2.14M	Buy	30,583 +14,799	+94%	+$1.03M	0.02%	127
2025 Q3	$1.05M	Sell	15,784 -5,267	-25%	-$363K	0.01%	162
2025 Q2	$1.49M	Sell	21,051 -300	-1%	-$21.4K	0.03%	108
2025 Q1	$1.53M	Buy	+21,351	New	+$1.43M	0.03%	114
2018 Q4	–	Sell	-7,164	Closed	-$331K	–	53
2018 Q3	$331K	Buy	+7,164	New	+$327K	0.43%	60

Other funds holding KO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Dynasty Wealth Management increased its Coca-Cola (KO) stake by 9.7% in Q2 2026, buying an estimated $229K and bringing the position to 32,606 shares worth $2.65M. The position accounts for 0.02% of the portfolio, ranked #114.

Dynasty Wealth Management first reported a position in KO in Q3 2018 and has held it in 7 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Dynasty Wealth Management held 32,606 shares of Coca-Cola worth $2.65M as of Q2 2026.
Dynasty Wealth Management bought 2,895 Coca-Cola shares in Q2 2026, an estimated $229K.
Coca-Cola made up 0.02% of Dynasty Wealth Management's portfolio in Q2 2026, its #114 holding.
Dynasty Wealth Management first reported a position in Coca-Cola in Q3 2018 and has held it in 7 quarters since.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.