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EPG Wealth Management’s Coca-Cola KO Stock Holding History

EPG 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 		$4.42M Buy
58,056
+184
+0.3% +$13.9K 1.2% 18
2025
Q4 		$4.05M Sell
57,872
-713
-1% -$49.7K 1.09% 21
2025
Q3 		$3.89M Buy
58,585
+5,184
+10% +$357K 1.07% 22
2025
Q2 		$3.78M Buy
53,401
+12,287
+30% +$875K 1.13% 20
2025
Q1 		$2.94M Buy
41,114
+20,951
+104% +$1.4M 0.82% 24
2024
Q4 		$1.26M Sell
20,163
-351
-2% -$22.9K 0.33% 82
2024
Q3 		$1.47M Buy
+20,514
New +$1.4M 0.37% 73
2024
Q2 		– Sell
-24,485
Closed -$1.52M – 70
2024
Q1 		$1.5M Buy
24,485
+739
+3% +$44.4K 0.37% 72
2023
Q4 		$1.41M Sell
23,746
-1,630
-6% -$92.6K 0.37% 69
2023
Q3 		$1.42M Buy
25,376
+944
+4% +$56.6K 0.43% 58
2023
Q2 		$1.47M Buy
24,432
+1,589
+7% +$98.9K 0.44% 54
2023
Q1 		$1.42M Buy
22,843
+3,041
+15% +$184K 0.45% 52
2022
Q4 		$1.26M Sell
19,802
-244
-1% -$14.7K 0.48% 46
2022
Q3 		$1.12M Buy
20,046
+274
+1% +$17K 0.46% 50
2022
Q2 		$1.24M Buy
+19,772
New +$1.25M 0.53% 45
2022
Q1 		– Sell
-21,179
Closed -$1.25M – 423
2021
Q4 		$1.25M Buy
21,179
+796
+4% +$44.3K 0.44% 46
2021
Q3 		$1.07M Buy
20,383
+2,606
+15% +$145K 0.43% 50
2021
Q2 		$962K Buy
17,777
+61
+0.3% +$3.32K 0.41% 55
2021
Q1 		$934K Buy
17,716
+861
+5% +$43.3K 0.45% 48
2020
Q4 		$924K Sell
16,855
-652
-4% -$33.7K 0.55% 39
2020
Q3 		$864K Buy
17,507
+2,390
+16% +$115K 0.64% 38
2020
Q2 		$675K Sell
15,117
-1,641
-10% -$75.6K 0.48% 52
2020
Q1 		$742K Buy
16,758
+9,553
+133% +$516K 0.54% 47
2019
Q4 		$399K Buy
+7,205
New +$387K 0.29% 59

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

EPG Wealth Management's KO Position: Q1 2026 in Review

EPG Wealth Management increased its Coca-Cola (KO) stake by 0.32% in Q1 2026, buying an estimated $13.9K and bringing the position to 58,056 shares worth $4.42M. The position accounts for 1.2% of the portfolio, ranked #18.

EPG Wealth Management first reported a position in KO in Q4 2019 and has held it in 24 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • EPG Wealth Management held 58,056 shares of Coca-Cola worth $4.42M as of Q1 2026.
  • EPG Wealth Management bought 184 Coca-Cola shares in Q1 2026, an estimated $13.9K.
  • Coca-Cola made up 1.2% of EPG Wealth Management's portfolio in Q1 2026, its #18 holding.
  • EPG Wealth Management first reported a position in Coca-Cola in Q4 2019 and has held it in 24 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.