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Keebeck Wealth Management’s Coca-Cola KO Stock Holding History

Keebeck Wealth Management’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 		$618K Buy
8,054
+705
+10% +$53.3K 0.07% 206
2025
Q4 		$514K Buy
7,349
+682
+10% +$47.5K 0.06% 217
2025
Q3 		$446K Buy
6,667
+215
+3% +$14.8K 0.05% 231
2025
Q2 		$460K Buy
6,452
+67
+1% +$4.77K 0.06% 215
2025
Q1 		$460K Buy
6,385
+567
+10% +$37.9K 0.07% 177
2024
Q4 		$362K Buy
5,818
+224
+4% +$14.6K 0.05% 192
2024
Q3 		$405K Buy
5,594
+630
+13% +$43.1K 0.06% 188
2024
Q2 		$318K Hold
4,964
– – 0.05% 216
2024
Q1 		$306K Hold
4,964
– – 0.05% 235
2023
Q4 		$293K Buy
4,964
+90
+2% +$5.11K 0.05% 230
2023
Q3 		$275K Sell
4,874
-60
-1% -$3.6K 0.05% 212
2023
Q2 		$299K Sell
4,934
-184
-4% -$11.4K 0.04% 218
2023
Q1 		$320K Sell
5,118
-113
-2% -$6.84K 0.05% 204
2022
Q4 		$333K Buy
5,231
+79
+2% +$4.77K 0.06% 186
2022
Q3 		$291K Hold
5,152
– – 0.06% 190
2022
Q2 		$326K Sell
5,152
-11,208
-69% -$710K 0.06% 188
2022
Q1 		$1.02M Hold
16,360
– – 0.17% 114
2021
Q4 		$969K Hold
16,360
– – 0.17% 110
2021
Q3 		$865K Hold
16,360
– – 0.17% 112
2021
Q2 		$892K Hold
16,360
– – 0.13% 127
2021
Q1 		$869K Hold
16,360
– – 0.14% 121
2020
Q4 		$897K Hold
16,360
– – 0.16% 105
2020
Q3 		$814K Buy
16,360
+50
+0.3% +$2.4K 0.17% 94
2020
Q2 		$735K Hold
16,310
– – 0.23% 87
2020
Q1 		$727K Buy
16,310
+2,000
+14% +$108K 0.3% 67
2019
Q4 		$792K Buy
+14,310
New +$769K 0.25% 71

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

Keebeck Wealth Management's KO Position: Q1 2026 in Review

Keebeck Wealth Management increased its Coca-Cola (KO) stake by 9.6% in Q1 2026, buying an estimated $53.3K and bringing the position to 8,054 shares worth $618K. The position accounts for 0.07% of the portfolio, ranked #206.

Keebeck Wealth Management first reported a position in KO in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.02M in Q1 2022. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Keebeck Wealth Management held 8,054 shares of Coca-Cola worth $618K as of Q1 2026.
  • Keebeck Wealth Management bought 705 Coca-Cola shares in Q1 2026, an estimated $53.3K.
  • Coca-Cola made up 0.07% of Keebeck Wealth Management's portfolio in Q1 2026, its #206 holding.
  • Keebeck Wealth Management first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • Keebeck Wealth Management's Coca-Cola position peaked at $1.02M in Q1 2022.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.