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Evergreen Wealth Solutions’s Coca-Cola KO Stock Holding History

Evergreen Wealth Solutions’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 		$1.27M Buy
14,500
+3,573
+33% +$282K 0.07% 177
2026
Q1 		$831K Buy
+10,927
New +$826K 0.06% 185

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 $3.37T AUM 44.26% 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

Evergreen Wealth Solutions's KO Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Coca-Cola (KO) stake by 33% in Q2 2026, buying an estimated $282K and bringing the position to 14,500 shares worth $1.27M. The position accounts for 0.07% of the portfolio, ranked #177.

Evergreen Wealth Solutions first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,637 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Evergreen Wealth Solutions held 14,500 shares of Coca-Cola worth $1.27M as of Q2 2026.
  • Evergreen Wealth Solutions bought 3,573 Coca-Cola shares in Q2 2026, an estimated $282K.
  • Coca-Cola made up 0.07% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #177 holding.
  • Evergreen Wealth Solutions first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
  • 3,637 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.