EW
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Evoke Wealth’s Coca-Cola KO Stock Holding History

Evoke 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 		$2.38M Buy
31,031
+4,243
+16% +$321K 0.04% 163
2025
Q4 		$1.87M Buy
26,788
+1,674
+7% +$117K 0.04% 189
2025
Q3 		$1.68M Buy
25,114
+1,270
+5% +$87.4K 0.03% 193
2025
Q2 		$1.7M Buy
23,844
+2,467
+12% +$176K 0.04% 179
2025
Q1 		$1.54M Sell
21,377
-660
-3% -$44.1K 0.04% 158
2024
Q4 		$1.37M Buy
22,037
+6,699
+44% +$437K 0.04% 162
2024
Q3 		$1.11M Buy
+15,338
New +$1.05M 0.03% 178
2024
Q2 		– Sell
-14,979
Closed -$924K – 256
2024
Q1 		$924K Buy
+14,979
New +$900K 0.03% 182
2023
Q4 		– Sell
-16,351
Closed -$923K – 226
2023
Q3 		$923K Buy
16,351
+1,754
+12% +$105K 0.03% 183
2023
Q2 		$885K Sell
14,597
-58,104
-80% -$3.61M 0.03% 171
2023
Q1 		$873K Sell
72,701
-2,067
-3% -$125K 0.03% 167
2022
Q4 		$1.01M Buy
74,768
+58,674
+365% +$3.54M 0.04% 162
2022
Q3 		$854K Buy
16,094
+5,482
+52% +$341K 0.03% 165
2022
Q2 		$672K Buy
10,612
+271
+3% +$17.2K 0.02% 195
2022
Q1 		$646K Buy
10,341
+816
+9% +$49.6K 0.02% 210
2021
Q4 		$508K Sell
9,525
-56
-0.6% -$3.12K 0.02% 238
2021
Q3 		$456K Sell
9,581
-822
-8% -$45.8K 0.02% 239
2021
Q2 		$516K Buy
10,403
+443
+4% +$24.1K 0.02% 236
2021
Q1 		$529K Buy
9,960
+519
+5% +$26.1K 0.02% 210
2020
Q4 		$518K Sell
9,441
-851
-8% -$44K 0.03% 148
2020
Q3 		$512K Sell
10,292
-40
-0.4% -$1.92K 0.04% 132
2020
Q2 		$466K Sell
10,332
-425
-4% -$19.6K 0.05% 117
2020
Q1 		$480K Sell
10,757
-7,351
-41% -$397K 0.07% 102
2019
Q4 		$1M Sell
18,108
-1,762
-9% -$94.7K 0.13% 78
2019
Q3 		$1.09M Buy
+19,870
New +$1.06M 0.13% 84

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

Evoke Wealth's KO Position: Q1 2026 in Review

Evoke Wealth increased its Coca-Cola (KO) stake by 16% in Q1 2026, buying an estimated $321K and bringing the position to 31,031 shares worth $2.38M. The position accounts for 0.04% of the portfolio, ranked #163.

Evoke Wealth first reported a position in KO in Q3 2019 and has held it in 25 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Evoke Wealth held 31,031 shares of Coca-Cola worth $2.38M as of Q1 2026.
  • Evoke Wealth bought 4,243 Coca-Cola shares in Q1 2026, an estimated $321K.
  • Coca-Cola made up 0.04% of Evoke Wealth's portfolio in Q1 2026, its #163 holding.
  • Evoke Wealth first reported a position in Coca-Cola in Q3 2019 and has held it in 25 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.