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Keudell/Morrison Wealth Management’s Coca-Cola KO Stock Holding History

Keudell/Morrison 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
Q2 		$671K Sell
8,260
-1,728
-17% -$136K 0.13% 111
2026
Q1 		$760K Sell
9,988
-300
-3% -$22.7K 0.16% 93
2025
Q4 		$719K Buy
+10,288
New +$717K 0.15% 96
2025
Q2 		$727K Sell
10,276
-835
-8% -$59.5K 0.16% 87
2025
Q1 		$796K Buy
11,111
+18
+0.2% +$1.2K 0.19% 77
2024
Q4 		$691K Buy
11,093
+449
+4% +$29.3K 0.18% 87
2024
Q3 		$765K Sell
10,644
-14
-0.1% -$959 0.21% 84
2024
Q2 		$678K Sell
10,658
-933
-8% -$57.8K 0.2% 91
2024
Q1 		$709K Buy
11,591
+250
+2% +$15K 0.21% 85
2023
Q4 		$668K Buy
11,341
+145
+1% +$8.24K 0.22% 87
2023
Q3 		$627K Sell
11,196
-796
-7% -$47.7K 0.19% 83
2023
Q2 		$722K Sell
11,992
-290
-2% -$18K 0.21% 77
2023
Q1 		$762K Buy
12,282
+1,899
+18% +$115K 0.22% 75
2022
Q4 		$660K Buy
10,383
+148
+1% +$8.94K 0.21% 83
2022
Q3 		$573K Sell
10,235
-690
-6% -$42.9K 0.21% 87
2022
Q2 		$687K Sell
10,925
-163
-1% -$10.3K 0.25% 82
2022
Q1 		$687K Sell
11,088
-2,186
-16% -$133K 0.29% 81
2021
Q4 		$786K Sell
13,274
-1,170
-8% -$65.2K 0.31% 72
2021
Q3 		$758K Sell
14,444
-250
-2% -$13.9K 0.33% 73
2021
Q2 		$795K Buy
14,694
+1
+0% +$54 0.44% 70
2021
Q1 		$774K Sell
14,693
-1,563
-10% -$78.7K 0.45% 66
2020
Q4 		$891K Sell
16,256
-849
-5% -$43.9K 0.57% 57
2020
Q3 		$844K Sell
17,105
-767
-4% -$36.9K 0.54% 55
2020
Q2 		$799K Sell
17,872
-1,320
-7% -$60.8K 0.66% 53
2020
Q1 		$849K Buy
19,192
+1,701
+10% +$91.9K 0.83% 41
2019
Q4 		$968K Sell
17,491
-1,030
-6% -$55.4K 0.67% 48
2019
Q3 		$1.01M Sell
18,521
-1,622
-8% -$86.9K 0.83% 43
2019
Q2 		$1.07M Buy
20,143
+417
+2% +$20.4K 0.94% 37
2019
Q1 		$924K Buy
+19,726
New +$923K 0.81% 43

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 $3.37T AUM 44.26% 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

Keudell/Morrison Wealth Management's KO Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Coca-Cola (KO) stake by 17% in Q2 2026, selling an estimated $136K and leaving 8,260 shares worth $671K. The position accounts for 0.13% of the portfolio, ranked #111.

Keudell/Morrison Wealth Management first reported a position in KO in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.07M in Q2 2019. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Keudell/Morrison Wealth Management held 8,260 shares of Coca-Cola worth $671K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 1,728 Coca-Cola shares in Q2 2026, an estimated $136K.
  • Coca-Cola made up 0.13% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Keudell/Morrison Wealth Management first reported a position in Coca-Cola in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's Coca-Cola position peaked at $1.07M in Q2 2019.
  • 3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.