EW
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Element Wealth’s Coca-Cola KO Stock Holding History

Element Wealth’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 		$421K Sell
5,179
-81
-2% -$6.4K 0.16% 138
2026
Q1 		$400K Buy
5,260
+4
+0.1% +$302 0.17% 129
2025
Q4 		$367K Sell
5,256
-578
-10% -$40.3K 0.15% 133
2025
Q3 		$387K Sell
5,834
-75
-1% -$5.16K 0.17% 118
2025
Q2 		$418K Buy
5,909
+228
+4% +$16.2K 0.19% 104
2025
Q1 		$407K Sell
5,681
-296
-5% -$19.8K 0.22% 86
2024
Q4 		$372K Buy
5,977
+51
+0.9% +$3.33K 0.19% 90
2024
Q3 		$426K Sell
5,926
-19
-0.3% -$1.3K 0.23% 83
2024
Q2 		$378K Buy
5,945
+836
+16% +$51.7K 0.21% 90
2024
Q1 		$313K Hold
5,109
– – 0.18% 101
2023
Q4 		$301K Buy
5,109
+85
+2% +$4.83K 0.19% 97
2023
Q3 		$281K Sell
5,024
-10
-0.2% -$600 0.2% 96
2023
Q2 		$303K Buy
5,034
+75
+2% +$4.67K 0.21% 87
2023
Q1 		$308K Sell
4,959
-12
-0.2% -$727 0.23% 85
2022
Q4 		$316K Sell
4,971
-225
-4% -$13.6K 0.26% 80
2022
Q3 		$291K Buy
5,196
+11
+0.2% +$684 0.27% 71
2022
Q2 		$326K Sell
5,185
-37
-0.7% -$2.35K 0.32% 67
2022
Q1 		$324K Sell
5,222
-100
-2% -$6.08K 0.26% 75
2021
Q4 		$315K Buy
5,322
+22
+0.4% +$1.23K 0.24% 74
2021
Q3 		$278K Buy
5,300
+9
+0.2% +$502 0.22% 79
2021
Q2 		$286K Buy
5,291
+188
+4% +$10.2K 0.22% 76
2021
Q1 		$269K Hold
5,103
– – 0.22% 76
2020
Q4 		$280K Sell
5,103
-25
-0.5% -$1.29K 0.26% 71
2020
Q3 		$253K Buy
5,128
+447
+10% +$21.5K 0.27% 72
2020
Q2 		$209K Buy
+4,681
New +$216K 0.24% 72

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

Element Wealth's KO Position: Q2 2026 in Review

Element Wealth reduced its Coca-Cola (KO) stake by 1.5% in Q2 2026, selling an estimated $6.4K and leaving 5,179 shares worth $421K. The position accounts for 0.16% of the portfolio, ranked #138.

Element Wealth first reported a position in KO in Q2 2020 and has held it in 25 quarters since. The position peaked at $426K in Q3 2024. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Element Wealth held 5,179 shares of Coca-Cola worth $421K as of Q2 2026.
  • Element Wealth sold 81 Coca-Cola shares in Q2 2026, an estimated $6.4K.
  • Coca-Cola made up 0.16% of Element Wealth's portfolio in Q2 2026, its #138 holding.
  • Element Wealth first reported a position in Coca-Cola in Q2 2020 and has held it in 25 quarters since.
  • Element Wealth's Coca-Cola position peaked at $426K in Q3 2024.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.