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Inlet Private Wealth’s Coca-Cola KO Stock Holding History

Inlet Private 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 		$689K Hold
9,063
– – 0.18% 90
2025
Q4 		$634K Buy
9,063
+513
+6% +$35.8K 0.15% 97
2025
Q3 		$567K Buy
8,550
+697
+9% +$48K 0.13% 101
2025
Q2 		$556K Hold
7,853
– – 0.14% 103
2025
Q1 		$562K Hold
7,853
– – 0.15% 98
2024
Q4 		$489K Sell
7,853
-1,000
-11% -$65.3K 0.13% 100
2024
Q3 		$636K Sell
8,853
-560
-6% -$38.3K 0.16% 95
2024
Q2 		$599K Buy
9,413
+1,677
+22% +$104K 0.16% 92
2024
Q1 		$473K Hold
7,736
– – 0.13% 96
2023
Q4 		$456K Sell
7,736
-1,500
-16% -$85.2K 0.14% 96
2023
Q3 		$517K Sell
9,236
-4,963
-35% -$298K 0.17% 94
2023
Q2 		$855K Hold
14,199
– – 0.22% 82
2023
Q1 		$881K Sell
14,199
-900
-6% -$54.5K 0.23% 80
2022
Q4 		$960K Buy
15,099
+3,095
+26% +$187K 0.25% 78
2022
Q3 		$672K Buy
12,004
+13
+0.1% +$808 0.2% 82
2022
Q2 		$754K Buy
11,991
+13
+0.1% +$824 0.22% 83
2022
Q1 		$743K Buy
11,978
+110
+0.9% +$6.69K 0.19% 88
2021
Q4 		$703K Buy
11,868
+14
+0.1% +$780 0.17% 97
2021
Q3 		$622K Buy
11,854
+14
+0.1% +$780 0.17% 97
2021
Q2 		$641K Buy
11,840
+14
+0.1% +$762 0.17% 94
2021
Q1 		$623K Hold
11,826
– – 0.18% 92
2020
Q4 		$649K Hold
11,826
– – 0.21% 85
2020
Q3 		$584K Hold
11,826
– – 0.23% 84
2020
Q2 		$528K Hold
11,826
– – 0.21% 86
2020
Q1 		$523K Hold
11,826
– – 0.24% 80
2019
Q4 		$655K Hold
11,826
– – 0.22% 88
2019
Q3 		$644K Hold
11,826
– – 0.24% 88
2019
Q2 		$616K Hold
11,826
– – 0.22% 91
2019
Q1 		$554K Buy
11,826
+1,566
+15% +$73.2K 0.22% 97
2018
Q4 		$486K Buy
+10,260
New +$491K 0.26% 78

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

Inlet Private Wealth's KO Position: Q1 2026 in Review

Inlet Private Wealth held its Coca-Cola (KO) position steady in Q1 2026 at 9,063 shares worth $689K. The position accounts for 0.18% of the portfolio, ranked #90.

Inlet Private Wealth first reported a position in KO in Q4 2018 and has held it in 30 quarters since. The position peaked at $960K in Q4 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Inlet Private Wealth held 9,063 shares of Coca-Cola worth $689K as of Q1 2026.
  • Inlet Private Wealth left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.18% of Inlet Private Wealth's portfolio in Q1 2026, its #90 holding.
  • Inlet Private Wealth first reported a position in Coca-Cola in Q4 2018 and has held it in 30 quarters since.
  • Inlet Private Wealth's Coca-Cola position peaked at $960K in Q4 2022.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.