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Endeavor Private Wealth’s Coca-Cola KO Stock Holding History

Endeavor Private 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 		$297K Buy
3,873
+122
+3% +$9.22K 0.09% 165
2025
Q4 		$262K Buy
3,751
+287
+8% +$20K 0.08% 176
2025
Q3 		$231K Buy
+3,464
New +$238K 0.07% 178

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

Endeavor Private Wealth's KO Position: Q1 2026 in Review

Endeavor Private Wealth increased its Coca-Cola (KO) stake by 3.3% in Q1 2026, buying an estimated $9.22K and bringing the position to 3,873 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #165.

Endeavor Private Wealth first reported a position in KO in Q3 2025 and has held it in 3 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Endeavor Private Wealth held 3,873 shares of Coca-Cola worth $297K as of Q1 2026.
  • Endeavor Private Wealth bought 122 Coca-Cola shares in Q1 2026, an estimated $9.22K.
  • Coca-Cola made up 0.09% of Endeavor Private Wealth's portfolio in Q1 2026, its #165 holding.
  • Endeavor Private Wealth first reported a position in Coca-Cola in Q3 2025 and has held it in 3 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.