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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
Q2 		$109K Buy
1,343
+599
+81% +$47.3K 0.06% 196
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 $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

Evolution Wealth Management's KO Position: Q2 2026 in Review

Evolution Wealth Management increased its Coca-Cola (KO) stake by 81% in Q2 2026, buying an estimated $47.3K and bringing the position to 1,343 shares worth $109K. The position accounts for 0.06% of the portfolio, ranked #196.

Evolution Wealth Management first reported a position in KO in Q2 2025 and has held it in 5 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Evolution Wealth Management held 1,343 shares of Coca-Cola worth $109K as of Q2 2026.
  • Evolution Wealth Management bought 599 Coca-Cola shares in Q2 2026, an estimated $47.3K.
  • Coca-Cola made up 0.06% of Evolution Wealth Management's portfolio in Q2 2026, its #196 holding.
  • Evolution Wealth Management first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.