Elk River Wealth Management’s Coca-Cola KO Stock Holding History

Elk River 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	$761K	Buy	9,939 +39	+0.4%	+$2.95K	0.13%	63
2025 Q4	$692K	Hold	9,900	–	–	0.11%	64
2025 Q3	$662K	Hold	9,900	–	–	0.11%	64
2025 Q2	$705K	Hold	9,900	–	–	0.12%	59
2025 Q1	$714K	Sell	9,900 -80	-0.8%	-$5.34K	0.13%	56
2024 Q4	$621K	Hold	9,980	–	–	0.11%	58
2024 Q3	$722K	Hold	9,980	–	–	0.13%	57
2024 Q2	$640K	Hold	9,980	–	–	0.13%	57
2024 Q1	$615K	Sell	9,980 -858	-8%	-$51.5K	0.13%	58
2023 Q4	$639K	Buy	10,838 +170	+2%	+$9.66K	0.12%	66
2023 Q3	$602K	Hold	10,668	–	–	0.13%	63
2023 Q2	$647K	Hold	10,668	–	–	0.14%	62
2023 Q1	$667K	Hold	10,668	–	–	0.15%	63
2022 Q4	$679K	Hold	10,668	–	–	0.16%	67
2022 Q3	$602K	Hold	10,668	–	–	0.16%	65
2022 Q2	$676K	Hold	10,668	–	–	0.17%	64
2022 Q1	$666K	Sell	10,668 -1,300	-11%	-$79.1K	0.15%	70
2021 Q4	$709K	Buy	11,968 +100	+0.8%	+$5.57K	0.16%	69
2021 Q3	$628K	Hold	11,868	–	–	0.16%	71
2021 Q2	$647K	Sell	11,868 -20	-0.2%	-$1.09K	0.17%	71
2021 Q1	$631K	Hold	11,888	–	–	0.18%	71
2020 Q4	$652K	Buy	+11,888	New	+$615K	0.22%	73

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

Elk River Wealth Management's KO Position: Q1 2026 in Review

Elk River Wealth Management increased its Coca-Cola (KO) stake by 0.39% in Q1 2026, buying an estimated $2.95K and bringing the position to 9,939 shares worth $761K. The position accounts for 0.13% of the portfolio, ranked #63.

Elk River Wealth Management first reported a position in KO in Q4 2020 and has held it in 22 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Elk River Wealth Management held 9,939 shares of Coca-Cola worth $761K as of Q1 2026.
Elk River Wealth Management bought 39 Coca-Cola shares in Q1 2026, an estimated $2.95K.
Coca-Cola made up 0.13% of Elk River Wealth Management's portfolio in Q1 2026, its #63 holding.
Elk River Wealth Management first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.