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Elyxium Wealth’s Coca-Cola KO Stock Holding History

Elyxium Wealth’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 		$779K Sell
10,238
-668
-6% -$50.5K 0.25% 77
2025
Q4 		$762K Sell
10,906
-543
-5% -$37.9K 0.21% 82
2025
Q3 		$759K Sell
11,449
-1,334
-10% -$91.8K 0.26% 75
2025
Q2 		$904K Buy
12,783
+2,341
+22% +$167K 0.34% 63
2025
Q1 		$748K Buy
+10,442
New +$697K 0.33% 63
2024
Q4 		– Sell
-6,979
Closed -$502K – 114
2024
Q3 		$502K Buy
+6,979
New +$478K 0.28% 69

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

Elyxium Wealth's KO Position: Q1 2026 in Review

Elyxium Wealth reduced its Coca-Cola (KO) stake by 6.1% in Q1 2026, selling an estimated $50.5K and leaving 10,238 shares worth $779K. The position accounts for 0.25% of the portfolio, ranked #77.

Elyxium Wealth first reported a position in KO in Q3 2024 and has held it in 6 quarters since. The position peaked at $904K in Q2 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Elyxium Wealth held 10,238 shares of Coca-Cola worth $779K as of Q1 2026.
  • Elyxium Wealth sold 668 Coca-Cola shares in Q1 2026, an estimated $50.5K.
  • Coca-Cola made up 0.25% of Elyxium Wealth's portfolio in Q1 2026, its #77 holding.
  • Elyxium Wealth first reported a position in Coca-Cola in Q3 2024 and has held it in 6 quarters since.
  • Elyxium Wealth's Coca-Cola position peaked at $904K in Q2 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Elyxium Wealth's 13F filing for Q1 2026, filed 6 May 2026.