FWM
KO icon

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

ForthRight 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 		$207K Buy
+2,550
New +$201K 0.05% 76
2025
Q2 		– Sell
-4,197
Closed -$301K – 69
2025
Q1 		$301K Sell
4,197
-1,173
-22% -$78.3K 0.1% 51
2024
Q4 		$334K Buy
5,370
+34
+0.6% +$2.22K 0.11% 49
2024
Q3 		$383K Sell
5,336
-2,189
-29% -$150K 0.13% 46
2024
Q2 		$479K Buy
7,525
+4
+0.1% +$248 0.17% 41
2024
Q1 		$460K Hold
7,521
– – 0.17% 41
2023
Q4 		$443K Buy
7,521
+2,863
+61% +$163K 0.17% 40
2023
Q3 		$261K Buy
4,658
+16
+0.3% +$960 0.11% 47
2023
Q2 		$280K Sell
4,642
-702
-13% -$43.7K 0.12% 45
2023
Q1 		$332K Buy
5,344
+400
+8% +$24.2K 0.15% 39
2022
Q4 		$315K Sell
4,944
-808
-14% -$48.8K 0.16% 38
2022
Q3 		$322K Buy
5,752
+965
+20% +$60K 0.19% 35
2022
Q2 		$301K Sell
4,787
-1,458
-23% -$92.4K 0.17% 36
2022
Q1 		$387K Hold
6,245
– – 0.2% 32
2021
Q4 		$370K Sell
6,245
-6,283
-50% -$350K 0.2% 30
2021
Q3 		$657K Buy
12,528
+5,079
+68% +$283K 0.4% 23
2021
Q2 		$403K Sell
7,449
-969
-12% -$52.7K 0.26% 26
2021
Q1 		$444K Sell
8,418
-785
-9% -$39.5K 0.3% 26
2020
Q4 		$505K Buy
+9,203
New +$476K 0.4% 22

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

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

ForthRight Wealth Management opened a new position in Coca-Cola (KO) in Q2 2026: 2,550 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #76 among its holdings. This is a return to the name: ForthRight Wealth Management previously reported a position in KO as recently as Q1 2025.

ForthRight Wealth Management first reported a position in KO in Q4 2020 and has held it in 19 quarters since. The position peaked at $657K in Q3 2021. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • ForthRight Wealth Management held 2,550 shares of Coca-Cola worth $207K as of Q2 2026.
  • Coca-Cola was a new ForthRight Wealth Management position in Q2 2026.
  • Coca-Cola made up 0.05% of ForthRight Wealth Management's portfolio in Q2 2026, its #76 holding.
  • ForthRight Wealth Management first reported a position in Coca-Cola in Q4 2020 and has held it in 19 quarters since.
  • ForthRight Wealth Management's Coca-Cola position peaked at $657K in Q3 2021.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.