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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
Q2 		$745K Buy
9,163
+100
+1% +$7.9K 0.18% 89
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 $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 $3.38T AUM 44.17% 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

Inlet Private Wealth's KO Position: Q2 2026 in Review

Inlet Private Wealth increased its Coca-Cola (KO) stake by 1.1% in Q2 2026, buying an estimated $7.9K and bringing the position to 9,163 shares worth $745K. The position accounts for 0.18% of the portfolio, ranked #89.

Inlet Private Wealth first reported a position in KO in Q4 2018 and has held it in 31 quarters since. The position peaked at $960K in Q4 2022. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Inlet Private Wealth held 9,163 shares of Coca-Cola worth $745K as of Q2 2026.
  • Inlet Private Wealth bought 100 Coca-Cola shares in Q2 2026, an estimated $7.9K.
  • Coca-Cola made up 0.18% of Inlet Private Wealth's portfolio in Q2 2026, its #89 holding.
  • Inlet Private Wealth first reported a position in Coca-Cola in Q4 2018 and has held it in 31 quarters since.
  • Inlet Private Wealth's Coca-Cola position peaked at $960K in Q4 2022.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.