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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
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
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

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

Greenwich Wealth Management increased its Coca-Cola (KO) stake by 1.2% in Q1 2026, buying an estimated $3.4K and bringing the position to 3,665 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #252.

Greenwich Wealth Management first reported a position in KO in Q2 2019 and has held it in 13 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Greenwich Wealth Management held 3,665 shares of Coca-Cola worth $279K as of Q1 2026.
  • Greenwich Wealth Management bought 45 Coca-Cola shares in Q1 2026, an estimated $3.4K.
  • Coca-Cola made up 0.01% of Greenwich Wealth Management's portfolio in Q1 2026, its #252 holding.
  • Greenwich Wealth Management first reported a position in Coca-Cola in Q2 2019 and has held it in 13 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.