EWM
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Elevatus Welath Management’s Coca-Cola KO Stock Holding History

Elevatus Welath 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 		$601K Buy
7,393
+672
+10% +$53.1K 0.15% 114
2026
Q1 		$511K Sell
6,721
-251
-4% -$19K 0.27% 70
2025
Q4 		$487K Buy
6,972
+341
+5% +$23.8K 0.13% 90
2025
Q3 		$440K Sell
6,631
-97
-1% -$6.68K 0.13% 83
2025
Q2 		$476K Sell
6,728
-129
-2% -$9.19K 0.16% 70
2025
Q1 		$491K Buy
6,857
+85
+1% +$5.68K 0.28% 51
2024
Q4 		$422K Buy
6,772
+1,488
+28% +$97.1K 0.14% 66
2024
Q3 		$380K Hold
5,284
– – 0.12% 64
2024
Q2 		$336K Buy
+5,284
New +$327K 0.13% 74

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 $3.38T AUM 44.17% 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

Elevatus Welath Management's KO Position: Q2 2026 in Review

Elevatus Welath Management increased its Coca-Cola (KO) stake by 10% in Q2 2026, buying an estimated $53.1K and bringing the position to 7,393 shares worth $601K. The position accounts for 0.15% of the portfolio, ranked #114.

Elevatus Welath Management first reported a position in KO in Q2 2024 and has held it in 9 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Elevatus Welath Management held 7,393 shares of Coca-Cola worth $601K as of Q2 2026.
  • Elevatus Welath Management bought 672 Coca-Cola shares in Q2 2026, an estimated $53.1K.
  • Coca-Cola made up 0.15% of Elevatus Welath Management's portfolio in Q2 2026, its #114 holding.
  • Elevatus Welath Management first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.