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

Elite 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	$1.13M	Buy	14,841 +620	+4%	+$46.9K	0.37%	27
2025 Q4	$994K	Sell	14,221 -119	-0.8%	-$8.3K	0.27%	35
2025 Q3	$951K	Buy	+14,340	New	+$987K	0.25%	33
2016 Q3	$3K	Buy	+63	New	+$2.76K	﹤0.01%	189
2015 Q2	–	Sell	-24,238	Closed	-$982K	–	67
2015 Q1	$982K	Buy	+24,238	New	+$1.01M	0.87%	41
2014 Q4	–	Sell	-21,767	Closed	-$929K	–	265
2014 Q3	$929K	Sell	21,767 -6,255	-22%	-$259K	0.84%	19
2014 Q2	$1.19M	Sell	28,022 -10,574	-27%	-$429K	1.18%	14
2014 Q1	$1.49M	Buy	38,596 +9,400	+32%	+$363K	1.21%	18
2013 Q4	$1.21M	Sell	29,196 -39,986	-58%	-$1.58M	0.88%	27
2013 Q3	$2.62M	Buy	69,182 +66,781	+2,781%	+$2.64M	2.31%	6
2013 Q2	$96K	Buy	+2,401	New	+$99.4K	0.14%	74

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

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

Elite Wealth Management increased its Coca-Cola (KO) stake by 4.4% in Q1 2026, buying an estimated $46.9K and bringing the position to 14,841 shares worth $1.13M. The position accounts for 0.37% of the portfolio, ranked #27.

Elite Wealth Management first reported a position in KO in Q2 2013 and has held it in 11 quarters since. The position peaked at $2.62M in Q3 2013. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Elite Wealth Management held 14,841 shares of Coca-Cola worth $1.13M as of Q1 2026.
Elite Wealth Management bought 620 Coca-Cola shares in Q1 2026, an estimated $46.9K.
Coca-Cola made up 0.37% of Elite Wealth Management's portfolio in Q1 2026, its #27 holding.
Elite Wealth Management first reported a position in Coca-Cola in Q2 2013 and has held it in 11 quarters since.
Elite Wealth Management's Coca-Cola position peaked at $2.62M in Q3 2013.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Elite Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.