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 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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Finer Wealth Management increased its Coca-Cola (KO) stake by 3.6% in Q1 2026, buying an estimated $73.3K and bringing the position to 27,638 shares worth $2.1M. The position accounts for 1.05% of the portfolio, ranked #27.

Finer Wealth Management first reported a position in KO in Q4 2021 and has held it in 18 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Finer Wealth Management held 27,638 shares of Coca-Cola worth $2.1M as of Q1 2026.
Finer Wealth Management bought 970 Coca-Cola shares in Q1 2026, an estimated $73.3K.
Coca-Cola made up 1.05% of Finer Wealth Management's portfolio in Q1 2026, its #27 holding.
Finer Wealth Management first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.