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

Evolution 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 		$56.6K Buy
744
+354
+91% +$26.8K 0.04% 250
2025
Q4 		$27.3K Buy
390
+357
+1,082% +$24.9K 0.02% 318
2025
Q3 		$2.19K Sell
33
-127
-79% -$8.74K ﹤0.01% 502
2025
Q2 		$11.3K Buy
+160
New +$11.4K 0.01% 340

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

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

Evolution Wealth Management increased its Coca-Cola (KO) stake by 91% in Q1 2026, buying an estimated $26.8K and bringing the position to 744 shares worth $56.6K. The position accounts for 0.04% of the portfolio, ranked #250.

Evolution Wealth Management first reported a position in KO in Q2 2025 and has held it in 4 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Evolution Wealth Management held 744 shares of Coca-Cola worth $56.6K as of Q1 2026.
  • Evolution Wealth Management bought 354 Coca-Cola shares in Q1 2026, an estimated $26.8K.
  • Coca-Cola made up 0.04% of Evolution Wealth Management's portfolio in Q1 2026, its #250 holding.
  • Evolution Wealth Management first reported a position in Coca-Cola in Q2 2025 and has held it in 4 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.