HORAN Wealth’s Coca-Cola KO Stock Holding History

HORAN 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	$263K	Buy	3,458 +130	+4%	+$9.83K	0.03%	170
2025 Q4	$233K	Buy	3,328 +61	+2%	+$4.25K	0.04%	161
2025 Q3	$217K	Sell	3,267 -200	-6%	-$13.8K	0.03%	185
2025 Q2	$245K	Buy	+3,467	New	+$247K	0.08%	107

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HORAN Wealth's KO Position: Q1 2026 in Review

HORAN Wealth increased its Coca-Cola (KO) stake by 3.9% in Q1 2026, buying an estimated $9.83K and bringing the position to 3,458 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #170.

HORAN Wealth first reported a position in KO in Q2 2025 and has held it in 4 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

HORAN Wealth held 3,458 shares of Coca-Cola worth $263K as of Q1 2026.
HORAN Wealth bought 130 Coca-Cola shares in Q1 2026, an estimated $9.83K.
Coca-Cola made up 0.03% of HORAN Wealth's portfolio in Q1 2026, its #170 holding.
HORAN Wealth first reported a position in Coca-Cola in Q2 2025 and has held it in 4 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.