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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
2014
Q4 		– Sell
-47
Closed -$3K – 264
2014
Q3 		$3K Buy
+47
New +$1.94K ﹤0.01% 438

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

Elite Wealth Management's KO Position: Q2 2026 in Review

Elite Wealth Management increased its Coca-Cola (KO) stake by 44% in Q2 2026, buying an estimated $519K and bringing the position to 21,411 shares worth $1.74M. The position accounts for 0.52% of the portfolio, ranked #27.

Elite Wealth Management first reported a position in KO in Q2 2013 and has held it in 12 quarters since. The position peaked at $2.62M in Q3 2013. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Elite Wealth Management held 21,411 shares of Coca-Cola worth $1.74M as of Q2 2026.
  • Elite Wealth Management bought 6,570 Coca-Cola shares in Q2 2026, an estimated $519K.
  • Coca-Cola made up 0.52% of Elite Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Elite Wealth Management first reported a position in Coca-Cola in Q2 2013 and has held it in 12 quarters since.
  • Elite Wealth Management's Coca-Cola position peaked at $2.62M in Q3 2013.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Elite Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.