E&R Wealth Management’s Coca-Cola KO Stock Holding History

E&R 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	$275K	Sell	3,389 -3	-0.1%	-$237	0.23%	11
2026 Q1	$258K	Hold	3,392	–	–	0.26%	12
2025 Q4	$237K	Buy	+3,392	New	+$236K	0.25%	11

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

E&R Wealth Management's KO Position: Q2 2026 in Review

E&R Wealth Management reduced its Coca-Cola (KO) stake by 0.09% in Q2 2026, selling an estimated $237 and leaving 3,389 shares worth $275K. The position accounts for 0.23% of the portfolio, ranked #11.

E&R Wealth Management first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

E&R Wealth Management held 3,389 shares of Coca-Cola worth $275K as of Q2 2026.
E&R Wealth Management sold 3 Coca-Cola shares in Q2 2026, an estimated $237.
Coca-Cola made up 0.23% of E&R Wealth Management's portfolio in Q2 2026, its #11 holding.
E&R Wealth Management first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on E&R Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.