JSW
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Journey Strategic Wealth’s Coca-Cola KO Stock Holding History

Journey Strategic 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 		$2.16M Buy
28,383
+4,767
+20% +$360K 0.05% 99
2025
Q4 		$1.65M Buy
23,616
+3,934
+20% +$274K 0.04% 117
2025
Q3 		$1.31M Sell
19,682
-8,666
-31% -$596K 0.04% 135
2025
Q2 		$2.01M Buy
28,348
+16,809
+146% +$1.2M 0.07% 92
2025
Q1 		$826K Buy
11,539
+918
+9% +$61.3K 0.03% 156
2024
Q4 		$661K Sell
10,621
-543
-5% -$35.4K 0.02% 175
2024
Q3 		$802K Buy
11,164
+1,156
+12% +$79.2K 0.03% 154
2024
Q2 		$637K Buy
10,008
+1,715
+21% +$106K 0.03% 138
2024
Q1 		$507K Buy
8,293
+3,786
+84% +$227K 0.02% 131
2023
Q4 		$266K Sell
4,507
-477
-10% -$27.1K 0.01% 158
2023
Q3 		$279K Sell
4,984
-946
-16% -$56.7K 0.01% 127
2023
Q2 		$357K Sell
5,930
-6,186
-51% -$385K 0.02% 106
2023
Q1 		$752K Buy
12,116
+926
+8% +$56.1K 0.08% 76
2022
Q4 		$712K Sell
11,190
-719
-6% -$43.4K 0.08% 74
2022
Q3 		$667K Buy
11,909
+3,803
+47% +$236K 0.09% 52
2022
Q2 		$510K Sell
8,106
-1,632
-17% -$103K 0.07% 57
2022
Q1 		$604K Buy
9,738
+420
+5% +$25.5K 0.07% 44
2021
Q4 		$552K Buy
+9,318
New +$519K 0.06% 64

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

Journey Strategic Wealth's KO Position: Q1 2026 in Review

Journey Strategic Wealth increased its Coca-Cola (KO) stake by 20% in Q1 2026, buying an estimated $360K and bringing the position to 28,383 shares worth $2.16M. The position accounts for 0.05% of the portfolio, ranked #99.

Journey Strategic Wealth first reported a position in KO in Q4 2021 and has held it in 18 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Journey Strategic Wealth held 28,383 shares of Coca-Cola worth $2.16M as of Q1 2026.
  • Journey Strategic Wealth bought 4,767 Coca-Cola shares in Q1 2026, an estimated $360K.
  • Coca-Cola made up 0.05% of Journey Strategic Wealth's portfolio in Q1 2026, its #99 holding.
  • Journey Strategic Wealth first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.