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

Greenwich 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	$332K	Buy	4,090 +425	+12%	+$33.6K	0.01%	234
2026 Q1	$279K	Buy	3,665 +45	+1%	+$3.4K	0.01%	252
2025 Q4	$253K	Buy	+3,620	New	+$252K	0.01%	251
2025 Q2	–	Sell	-3,658	Closed	-$262K	–	259
2025 Q1	$262K	Buy	3,658 +121	+3%	+$8.08K	0.02%	208
2024 Q4	$220K	Sell	3,537 -220	-6%	-$14.4K	0.02%	230
2024 Q3	$270K	Sell	3,757 -448	-11%	-$30.7K	0.02%	210
2024 Q2	$268K	Sell	4,205 -228	-5%	-$14.1K	0.02%	203
2024 Q1	$271K	Buy	4,433 +378	+9%	+$22.7K	0.02%	196
2023 Q4	$239K	Buy	4,055 +156	+4%	+$8.86K	0.02%	200
2023 Q3	$218K	Buy	3,899 +460	+13%	+$27.6K	0.02%	201
2023 Q2	$207K	Sell	3,439 -90	-3%	-$5.6K	0.02%	211
2023 Q1	$219K	Buy	3,529 +38	+1%	+$2.3K	0.02%	205
2022 Q4	$222K	Buy	+3,491	New	+$211K	0.02%	206
2019 Q3	–	Sell	-4,283	Closed	-$218K	–	194
2019 Q2	$218K	Buy	+4,283	New	+$210K	0.04%	182

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Greenwich Wealth Management's KO Position: Q2 2026 in Review

Greenwich Wealth Management increased its Coca-Cola (KO) stake by 12% in Q2 2026, buying an estimated $33.6K and bringing the position to 4,090 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #234.

Greenwich Wealth Management first reported a position in KO in Q2 2019 and has held it in 14 quarters since. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Greenwich Wealth Management held 4,090 shares of Coca-Cola worth $332K as of Q2 2026.
Greenwich Wealth Management bought 425 Coca-Cola shares in Q2 2026, an estimated $33.6K.
Coca-Cola made up 0.01% of Greenwich Wealth Management's portfolio in Q2 2026, its #234 holding.
Greenwich Wealth Management first reported a position in Coca-Cola in Q2 2019 and has held it in 14 quarters since.
3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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