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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
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 $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

Imprint Wealth's KO Position: Q1 2026 in Review

Imprint Wealth reduced its Coca-Cola (KO) stake by 12% in Q1 2026, selling an estimated $4.91K and leaving 476 shares worth $36.2K. The position accounts for 0.17% of the portfolio, ranked #70.

Imprint Wealth first reported a position in KO in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.94M in Q2 2023. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Imprint Wealth held 476 shares of Coca-Cola worth $36.2K as of Q1 2026.
  • Imprint Wealth sold 65 Coca-Cola shares in Q1 2026, an estimated $4.91K.
  • Coca-Cola made up 0.17% of Imprint Wealth's portfolio in Q1 2026, its #70 holding.
  • Imprint Wealth first reported a position in Coca-Cola in Q1 2023 and has held it in 8 quarters since.
  • Imprint Wealth's Coca-Cola position peaked at $1.94M in Q2 2023.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Imprint Wealth's 13F filing for Q1 2026, filed 15 May 2026.