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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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
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.