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

High Note Wealth’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 		$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

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

High Note Wealth's KO Position: Q1 2026 in Review

High Note Wealth reduced its Coca-Cola (KO) stake by 10% in Q1 2026, selling an estimated $6.43K and leaving 736 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #188.

High Note Wealth first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $66.2K in Q1 2025. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • High Note Wealth held 736 shares of Coca-Cola worth $56K as of Q1 2026.
  • High Note Wealth sold 85 Coca-Cola shares in Q1 2026, an estimated $6.43K.
  • Coca-Cola made up 0.01% of High Note Wealth's portfolio in Q1 2026, its #188 holding.
  • High Note Wealth first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's Coca-Cola position peaked at $66.2K in Q1 2025.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.