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Fourth Dimension Wealth’s Coca-Cola KO Stock Holding History

Fourth Dimension 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
Q2 		$215K Buy
2,642
+325
+14% +$25.7K 0.07% 151
2026
Q1 		$176K Sell
2,317
-151
-6% -$11.4K 0.07% 144
2025
Q4 		$173K Sell
2,468
-200
-7% -$13.9K 0.06% 146
2025
Q3 		$177K Buy
2,668
+200
+8% +$13.8K 0.07% 140
2025
Q2 		$175K Sell
2,468
-200
-7% -$14.2K 0.07% 136
2025
Q1 		$191K Buy
2,668
+100
+4% +$6.68K 0.09% 113
2024
Q4 		$160K Buy
+2,568
New +$168K 0.08% 118

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

Fourth Dimension Wealth's KO Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Coca-Cola (KO) stake by 14% in Q2 2026, buying an estimated $25.7K and bringing the position to 2,642 shares worth $215K. The position accounts for 0.07% of the portfolio, ranked #151.

Fourth Dimension Wealth first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Fourth Dimension Wealth held 2,642 shares of Coca-Cola worth $215K as of Q2 2026.
  • Fourth Dimension Wealth bought 325 Coca-Cola shares in Q2 2026, an estimated $25.7K.
  • Coca-Cola made up 0.07% of Fourth Dimension Wealth's portfolio in Q2 2026, its #151 holding.
  • Fourth Dimension Wealth first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.