IW
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Imprint Wealth’s Coca-Cola KO Stock Holding History

Imprint 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
Q2 		$38.7K Hold
476
– – 0.16% 65
2026
Q1 		$36.2K Sell
476
-65
-12% -$4.91K 0.17% 70
2025
Q4 		$37.8K Sell
541
-209
-28% -$14.6K 0.18% 71
2025
Q3 		$49.7K Buy
+750
New +$51.6K 0.16% 68
2024
Q1 		$1.84M Buy
30,274
+4,695
+18% +$282K 0.45% 51
2023
Q4 		$1.51M Sell
25,579
-434
-2% -$24.7K 1.21% 21
2023
Q3 		$1.47M Sell
26,013
-5,989
-19% -$359K 1.24% 20
2023
Q2 		$1.94M Buy
32,002
+4,595
+17% +$286K 1.23% 19
2023
Q1 		$1.72M Buy
+27,407
New +$1.66M 1.13% 20

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Imprint Wealth's KO Position: Q2 2026 in Review

Imprint Wealth held its Coca-Cola (KO) position steady in Q2 2026 at 476 shares worth $38.7K. The position accounts for 0.16% of the portfolio, ranked #65.

Imprint Wealth first reported a position in KO in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.94M in Q2 2023. 3,639 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Imprint Wealth held 476 shares of Coca-Cola worth $38.7K as of Q2 2026.
  • Imprint Wealth left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.16% of Imprint Wealth's portfolio in Q2 2026, its #65 holding.
  • Imprint Wealth first reported a position in Coca-Cola in Q1 2023 and has held it in 9 quarters since.
  • Imprint Wealth's Coca-Cola position peaked at $1.94M in Q2 2023.
  • 3,639 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Imprint Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.