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Greykasell Wealth Strategies’s Coca-Cola KO Stock Holding History

Greykasell Wealth Strategies’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 		$41.6K Buy
547
+214
+64% +$16.2K 0.02% 259
2025
Q4 		$23.3K Hold
333
– – 0.01% 303
2025
Q3 		$22.1K Buy
333
+208
+166% +$14.3K 0.01% 257
2025
Q2 		$8.84K Hold
125
– – ﹤0.01% 252
2025
Q1 		$8.95K Buy
+125
New +$8.35K ﹤0.01% 266

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

Greykasell Wealth Strategies's KO Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its Coca-Cola (KO) stake by 64% in Q1 2026, buying an estimated $16.2K and bringing the position to 547 shares worth $41.6K. The position accounts for 0.02% of the portfolio, ranked #259.

Greykasell Wealth Strategies first reported a position in KO in Q1 2025 and has held it in 5 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Greykasell Wealth Strategies held 547 shares of Coca-Cola worth $41.6K as of Q1 2026.
  • Greykasell Wealth Strategies bought 214 Coca-Cola shares in Q1 2026, an estimated $16.2K.
  • Coca-Cola made up 0.02% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #259 holding.
  • Greykasell Wealth Strategies first reported a position in Coca-Cola in Q1 2025 and has held it in 5 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.