High Note Wealth’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$69.2K Buy
852
+116
+16% +$9.16K 0.01% 183
2026
Q1
$56K Sell
736
-85
-10% -$6.43K 0.01% 188
2025
Q4
$57.4K Sell
821
-110
-12% -$7.67K 0.01% 184
2025
Q3
$61.7K Buy
931
+7
+0.8% +$482 0.01% 169
2025
Q2
$65.4K Hold
924
0.02% 161
2025
Q1
$66.2K Hold
924
0.02% 157
2024
Q4
$57.5K Buy
+924
New +$60.3K 0.02% 163

Other funds holding KO

High Note Wealth's KO Position: Q2 2026 in Review

High Note Wealth increased its Coca-Cola (KO) stake by 16% in Q2 2026, buying an estimated $9.16K and bringing the position to 852 shares worth $69.2K. The position accounts for 0.01% of the portfolio, ranked #183.

High Note Wealth first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • High Note Wealth held 852 shares of Coca-Cola worth $69.2K as of Q2 2026.
  • High Note Wealth bought 116 Coca-Cola shares in Q2 2026, an estimated $9.16K.
  • Coca-Cola made up 0.01% of High Note Wealth's portfolio in Q2 2026, its #183 holding.
  • High Note Wealth first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.