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

Geneos 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 		$3.11M Buy
40,879
+129
+0.3% +$9.75K 0.07% 285
2025
Q4 		$2.85M Buy
40,750
+60
+0.1% +$4.18K 0.07% 299
2025
Q3 		$2.7M Sell
40,690
-6,394
-14% -$440K 0.07% 303
2025
Q2 		$3.33M Sell
47,084
-41,868
-47% -$2.98M 0.08% 287
2025
Q1 		$6.37M Buy
88,952
+56,311
+173% +$3.76M 0.09% 266
2024
Q4 		$2.03M Buy
32,641
+190
+0.6% +$12.4K 0.07% 285
2024
Q3 		$2.33M Buy
32,451
+3,236
+11% +$222K 0.09% 262
2024
Q2 		$1.86M Sell
29,215
-8,011
-22% -$496K 0.08% 259
2024
Q1 		$2.28M Sell
37,226
-190
-0.5% -$11.4K 0.1% 228
2023
Q4 		$2.2M Sell
37,416
-3,963
-10% -$225K 0.11% 217
2023
Q3 		$2.32M Buy
41,379
+2,254
+6% +$135K 0.12% 189
2023
Q2 		$2.36M Buy
39,125
+6,202
+19% +$386K 0.12% 185
2023
Q1 		$2.04M Buy
32,923
+938
+3% +$56.8K 0.12% 195
2022
Q4 		$2.03M Sell
31,985
-4,175
-12% -$252K 0.12% 176
2022
Q3 		$2.02M Sell
36,160
-51,598
-59% -$3.21M 0.14% 161
2022
Q2 		$5.65M Buy
87,758
+19,181
+28% +$1.22M 0.28% 78
2022
Q1 		$4.25M Sell
68,577
-8,868
-11% -$539K 0.18% 135
2021
Q4 		$4.58M Sell
77,445
-1,088
-1% -$60.6K 0.17% 135
2021
Q3 		$4.16M Sell
78,533
-304
-0.4% -$16.9K 0.16% 151
2021
Q2 		$4.27M Sell
78,837
-22,991
-23% -$1.25M 0.17% 144
2021
Q1 		$5.51M Buy
101,828
+839
+0.8% +$42.2K 0.15% 158
2020
Q4 		$4.57M Buy
100,989
+29,221
+41% +$1.51M 0.18% 137
2020
Q3 		$3.5M Sell
71,768
-5,519
-7% -$265K 0.18% 132
2020
Q2 		$3.37M Buy
77,287
+1,327
+2% +$61.1K 0.19% 126
2020
Q1 		$3.27M Buy
75,960
+4,090
+6% +$221K 0.22% 108
2019
Q4 		$3.98M Buy
71,870
+1,518
+2% +$81.6K 0.21% 124
2019
Q3 		$3.82M Buy
70,352
+3,232
+5% +$173K 0.23% 110
2019
Q2 		$3.42M Buy
67,120
+1,790
+3% +$87.7K 0.21% 119
2019
Q1 		$3.06M Buy
65,330
+9,320
+17% +$436K 0.2% 135
2018
Q4 		$2.64M Sell
56,010
-4,075
-7% -$195K 0.2% 134
2018
Q3 		$2.77M Buy
60,085
+1,630
+3% +$74.5K 0.18% 145
2018
Q2 		$2.56M Sell
58,455
-4,117
-7% -$178K 0.2% 126
2018
Q1 		$2.72M Sell
62,572
-4,115
-6% -$185K 0.24% 111
2017
Q4 		$3.06M Sell
66,687
-6,509
-9% -$299K 0.27% 95
2017
Q3 		$3.29M Sell
73,196
-94
-0.1% -$4.28K 0.33% 87
2017
Q2 		$3.29M Sell
73,290
-6,723
-8% -$297K 0.34% 81
2017
Q1 		$3.4M Sell
80,013
-52,651
-40% -$2.2M 0.35% 75
2016
Q4 		$5.5M Buy
132,664
+20,635
+18% +$859K 0.73% 30
2016
Q3 		$4.74M Buy
112,029
+38,092
+52% +$1.67M 0.64% 36
2016
Q2 		$3.34M Sell
73,937
-787
-1% -$35.6K 0.48% 46
2016
Q1 		$3.5M Buy
+74,724
New +$3.25M 0.53% 38

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

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

Geneos Wealth Management increased its Coca-Cola (KO) stake by 0.32% in Q1 2026, buying an estimated $9.75K and bringing the position to 40,879 shares worth $3.11M. The position accounts for 0.07% of the portfolio, ranked #285.

Geneos Wealth Management first reported a position in KO in Q1 2016 and has held it in 41 quarters since. The position peaked at $6.37M in Q1 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Geneos Wealth Management held 40,879 shares of Coca-Cola worth $3.11M as of Q1 2026.
  • Geneos Wealth Management bought 129 Coca-Cola shares in Q1 2026, an estimated $9.75K.
  • Coca-Cola made up 0.07% of Geneos Wealth Management's portfolio in Q1 2026, its #285 holding.
  • Geneos Wealth Management first reported a position in Coca-Cola in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Coca-Cola position peaked at $6.37M in Q1 2025.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.