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Evolve Private Wealth’s Coca-Cola KO Stock Holding History

Evolve Private 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 		$3.11M Sell
40,933
-56,887
-58% -$4.3M 0.17% 112
2025
Q4 		$6.84M Buy
+97,820
New +$6.82M 0.41% 37

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

Evolve Private Wealth's KO Position: Q1 2026 in Review

Evolve Private Wealth reduced its Coca-Cola (KO) stake by 58% in Q1 2026, selling an estimated $4.3M and leaving 40,933 shares worth $3.11M. The position accounts for 0.17% of the portfolio, ranked #112.

Evolve Private Wealth first reported a position in KO in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.84M in Q4 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Evolve Private Wealth held 40,933 shares of Coca-Cola worth $3.11M as of Q1 2026.
  • Evolve Private Wealth sold 56,887 Coca-Cola shares in Q1 2026, an estimated $4.3M.
  • Coca-Cola made up 0.17% of Evolve Private Wealth's portfolio in Q1 2026, its #112 holding.
  • Evolve Private Wealth first reported a position in Coca-Cola in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Coca-Cola position peaked at $6.84M in Q4 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.