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FSB Premier Wealth Management’s Coca-Cola KO Stock Holding History

FSB Premier 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 		$890K Sell
10,957
-318
-3% -$25.1K 0.25% 106
2026
Q1 		$857K Sell
11,275
-158
-1% -$11.9K 0.27% 92
2025
Q4 		$799K Buy
11,433
+48
+0.4% +$3.35K 0.25% 98
2025
Q3 		$755K Sell
11,385
-229
-2% -$15.8K 0.25% 97
2025
Q2 		$822K Sell
11,614
-241
-2% -$17.2K 0.29% 92
2025
Q1 		$849K Sell
11,855
-320
-3% -$21.4K 0.33% 89
2024
Q4 		$758K Buy
12,175
+478
+4% +$31.2K 0.3% 85
2024
Q3 		$841K Sell
11,697
-79
-0.7% -$5.41K 0.34% 76
2024
Q2 		$750K Sell
11,776
-903
-7% -$55.9K 0.34% 74
2024
Q1 		$776K Sell
12,679
-104
-0.8% -$6.25K 0.36% 63
2023
Q4 		$753K Buy
12,783
+423
+3% +$24K 0.38% 61
2023
Q3 		$692K Buy
12,360
+186
+2% +$11.2K 0.39% 60
2023
Q2 		$733K Sell
12,174
-121
-1% -$7.53K 0.4% 54
2023
Q1 		$763K Buy
12,295
+2,601
+27% +$157K 0.42% 49
2022
Q4 		$617K Buy
9,694
+35
+0.4% +$2.11K 0.34% 63
2022
Q3 		$541K Sell
9,659
-135
-1% -$8.39K 0.32% 66
2022
Q2 		$616K Buy
9,794
+79
+0.8% +$5.01K 0.34% 60
2022
Q1 		$643K Sell
9,715
-487
-5% -$29.6K 0.32% 64
2021
Q4 		$604K Sell
10,202
-1,220
-11% -$67.9K 0.25% 70
2021
Q3 		$599K Sell
11,422
-740
-6% -$41.3K 0.3% 62
2021
Q2 		$658K Buy
12,162
+250
+2% +$13.6K 0.34% 52
2021
Q1 		$627K Sell
11,912
-444
-4% -$22.3K 0.34% 60
2020
Q4 		$677K Buy
+12,356
New +$639K 0.36% 54

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

FSB Premier Wealth Management's KO Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its Coca-Cola (KO) stake by 2.8% in Q2 2026, selling an estimated $25.1K and leaving 10,957 shares worth $890K. The position accounts for 0.25% of the portfolio, ranked #106.

FSB Premier Wealth Management first reported a position in KO in Q4 2020 and has held it in 23 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • FSB Premier Wealth Management held 10,957 shares of Coca-Cola worth $890K as of Q2 2026.
  • FSB Premier Wealth Management sold 318 Coca-Cola shares in Q2 2026, an estimated $25.1K.
  • Coca-Cola made up 0.25% of FSB Premier Wealth Management's portfolio in Q2 2026, its #106 holding.
  • FSB Premier Wealth Management first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.