FH
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FWG Holdings’s Coca-Cola KO Stock Holding History

FWG Holdings’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 		$1.29M Buy
16,712
+5,935
+55% +$449K 0.49% 42
2025
Q4 		$806K Sell
10,777
-367
-3% -$25.6K 0.31% 60
2025
Q3 		$762K Buy
11,144
+384
+4% +$26.4K 0.33% 55
2025
Q2 		$742K Buy
10,760
+164
+2% +$11.7K 0.35% 55
2025
Q1 		$767K Buy
10,596
+826
+8% +$55.2K 0.38% 47
2024
Q4 		$619K Buy
9,770
+8
+0.1% +$522 0.3% 54
2024
Q3 		$651K Buy
9,762
+7
+0.1% +$479 0.32% 48
2024
Q2 		$634K Buy
9,755
+487
+5% +$30.1K 0.32% 47
2024
Q1 		$583K Sell
9,268
-471
-5% -$28.3K 0.31% 47
2023
Q4 		$585K Buy
9,739
+1,902
+24% +$108K 0.35% 43
2023
Q3 		$430K Buy
7,837
+17
+0.2% +$1.02K 0.29% 51
2023
Q2 		$479K Buy
7,820
+1,602
+26% +$99.7K 0.3% 49
2023
Q1 		$386K Sell
6,218
-5,800
-48% -$351K 0.28% 51
2022
Q4 		$764K Buy
12,018
+2,222
+23% +$134K 0.53% 34
2022
Q3 		$549K Buy
9,796
+3,392
+53% +$211K 0.41% 42
2022
Q2 		$403K Buy
6,404
+2,050
+47% +$130K 0.35% 48
2022
Q1 		$270K Buy
4,354
+500
+13% +$30.4K 0.21% 73
2021
Q4 		$235K Buy
3,854
+13
+0.3% +$724 0.18% 84
2021
Q3 		$202K Buy
3,841
+2
+0.1% +$111 0.17% 83
2021
Q2 		$208K Buy
+3,839
New +$209K 0.19% 83

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FWG Holdings's KO Position: Q1 2026 in Review

FWG Holdings increased its Coca-Cola (KO) stake by 55% in Q1 2026, buying an estimated $449K and bringing the position to 16,712 shares worth $1.29M. The position accounts for 0.49% of the portfolio, ranked #42.

FWG Holdings first reported a position in KO in Q2 2021 and has held it in 20 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • FWG Holdings held 16,712 shares of Coca-Cola worth $1.29M as of Q1 2026.
  • FWG Holdings bought 5,935 Coca-Cola shares in Q1 2026, an estimated $449K.
  • Coca-Cola made up 0.49% of FWG Holdings's portfolio in Q1 2026, its #42 holding.
  • FWG Holdings first reported a position in Coca-Cola in Q2 2021 and has held it in 20 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on FWG Holdings's 13F filing for Q1 2026, filed 13 Apr 2026.