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Etesian Wealth Advisors’s Coca-Cola KO Stock Holding History

Etesian Wealth Advisors’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 		$210K Buy
+2,758
New +$209K 0.07% 133
2024
Q4 		– Sell
-3,126
Closed -$225K – 145
2024
Q3 		$225K Buy
+3,126
New +$214K 0.1% 136
2023
Q2 		– Sell
-3,257
Closed -$202K – 109
2023
Q1 		$202K Hold
3,257
– – 0.13% 105
2022
Q4 		$207K Buy
+3,257
New +$197K 0.15% 104

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

Etesian Wealth Advisors's KO Position: Q1 2026 in Review

Etesian Wealth Advisors opened a new position in Coca-Cola (KO) in Q1 2026: 2,758 shares worth $210K. The stake represents 0.07% of the portfolio and ranks #133 among its holdings. This is a return to the name: Etesian Wealth Advisors previously reported a position in KO as recently as Q3 2024.

Etesian Wealth Advisors first reported a position in KO in Q4 2022 and has held it in 4 quarters since. The position peaked at $225K in Q3 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Etesian Wealth Advisors held 2,758 shares of Coca-Cola worth $210K as of Q1 2026.
  • Coca-Cola was a new Etesian Wealth Advisors position in Q1 2026.
  • Coca-Cola made up 0.07% of Etesian Wealth Advisors's portfolio in Q1 2026, its #133 holding.
  • Etesian Wealth Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 4 quarters since.
  • Etesian Wealth Advisors's Coca-Cola position peaked at $225K in Q3 2024.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.