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

Greenline 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 		– Sell
-249
Closed -$17.4K – 317
2025
Q4 		$17.4K Buy
+249
New +$17.4K 0.02% 286

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

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

Greenline Wealth Management sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 249 shares — an estimated $17.4K sold.

Greenline Wealth Management first reported a position in KO in Q4 2025 and held it in 1 quarter. The position peaked at $17.4K in Q4 2025. 3,576 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Greenline Wealth Management reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 249 Coca-Cola shares in Q1 2026, an estimated $17.4K.
  • Greenline Wealth Management first reported a position in Coca-Cola in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Coca-Cola position peaked at $17.4K in Q4 2025.
  • 3,576 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.