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

Finer 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	$2.25M	Hold	27,638	–	–	1%	24
2026 Q1	$2.1M	Buy	27,638 +970	+4%	+$73.3K	1.05%	27
2025 Q4	$1.86M	Sell	26,668 -51	-0.2%	-$3.56K	0.9%	28
2025 Q3	$1.77M	Hold	26,719	–	–	0.88%	30
2025 Q2	$1.89M	Sell	26,719 -70	-0.3%	-$4.99K	1.01%	27
2025 Q1	$1.92M	Sell	26,789 -236	-0.9%	-$15.8K	1.15%	26
2024 Q4	$1.68M	Sell	27,025 -2	-0%	-$131	0.96%	27
2024 Q3	$1.94M	Buy	27,027 +2	+0%	+$137	1.2%	24
2024 Q2	$1.72M	Buy	27,025 +16,924	+168%	+$1.05M	1.11%	25
2024 Q1	$618K	Hold	10,101	–	–	0.41%	50
2023 Q4	$595K	Buy	10,101 +2	+0%	+$114	0.44%	47
2023 Q3	$565K	Sell	10,099 -4	-0%	-$240	0.45%	48
2023 Q2	$608K	Buy	10,103 +3	+0%	+$187	0.48%	49
2023 Q1	$626K	Hold	10,100	–	–	0.53%	45
2022 Q4	$642K	Buy	10,100 +1	+0%	+$60	0.6%	42
2022 Q3	$566K	Hold	10,099	–	–	0.56%	47
2022 Q2	$635K	Hold	10,099	–	–	0.58%	43
2022 Q1	$626K	Sell	10,099 -470	-4%	-$28.6K	0.51%	46
2021 Q4	$626K	Buy	+10,569	New	+$589K	0.52%	48

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Finer Wealth Management held its Coca-Cola (KO) position steady in Q2 2026 at 27,638 shares worth $2.25M. The position accounts for 1% of the portfolio, ranked #24.

Finer Wealth Management first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Finer Wealth Management held 27,638 shares of Coca-Cola worth $2.25M as of Q2 2026.
Finer Wealth Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 1% of Finer Wealth Management's portfolio in Q2 2026, its #24 holding.
Finer Wealth Management first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.