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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
Q2 		$1.18M Buy
14,498
+4,260
+42% +$336K 0.12% 118
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 $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 $3.38T AUM 44.17% 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

Elyxium Wealth's KO Position: Q2 2026 in Review

Elyxium Wealth increased its Coca-Cola (KO) stake by 42% in Q2 2026, buying an estimated $336K and bringing the position to 14,498 shares worth $1.18M. The position accounts for 0.12% of the portfolio, ranked #118.

Elyxium Wealth first reported a position in KO in Q3 2024 and has held it in 7 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Elyxium Wealth held 14,498 shares of Coca-Cola worth $1.18M as of Q2 2026.
  • Elyxium Wealth bought 4,260 Coca-Cola shares in Q2 2026, an estimated $336K.
  • Coca-Cola made up 0.12% of Elyxium Wealth's portfolio in Q2 2026, its #118 holding.
  • Elyxium Wealth first reported a position in Coca-Cola in Q3 2024 and has held it in 7 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Elyxium Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.