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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Dynasty Wealth Management's KO Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Coca-Cola (KO) stake by 2.9% in Q1 2026, selling an estimated $65.9K and leaving 29,711 shares worth $2.26M. The position accounts for 0.02% of the portfolio, ranked #118.

Dynasty Wealth Management first reported a position in KO in Q3 2018 and has held it in 6 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Dynasty Wealth Management held 29,711 shares of Coca-Cola worth $2.26M as of Q1 2026.
Dynasty Wealth Management sold 872 Coca-Cola shares in Q1 2026, an estimated $65.9K.
Coca-Cola made up 0.02% of Dynasty Wealth Management's portfolio in Q1 2026, its #118 holding.
Dynasty Wealth Management first reported a position in Coca-Cola in Q3 2018 and has held it in 6 quarters since.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.