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Keystone Wealth Services’s Coca-Cola KO Stock Holding History

Keystone Wealth Services’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 		$229K Sell
3,014
-28
-0.9% -$2.12K 0.05% 275
2025
Q4 		$213K Buy
+3,042
New +$212K 0.04% 238
2025
Q3 		– Sell
-7,253
Closed -$513K – 302
2025
Q2 		$513K Buy
7,253
+4,226
+140% +$301K 0.12% 171
2025
Q1 		$217K Sell
3,027
-513
-14% -$34.3K 0.06% 251
2024
Q4 		$220K Sell
3,540
-414
-10% -$27K 0.06% 240
2024
Q3 		$284K Sell
3,954
-15
-0.4% -$1.03K 0.08% 210
2024
Q2 		$253K Buy
3,969
+61
+2% +$3.78K 0.08% 201
2024
Q1 		$239K Sell
3,908
-193
-5% -$11.6K 0.08% 196
2023
Q4 		$242K Buy
4,101
+17
+0.4% +$966 0.08% 190
2023
Q3 		$229K Sell
4,084
-827
-17% -$49.6K 0.09% 189
2023
Q2 		$296K Buy
4,911
+278
+6% +$17.3K 0.11% 158
2023
Q1 		$287K Sell
4,633
-28
-0.6% -$1.7K 0.12% 150
2022
Q4 		$296K Buy
4,661
+415
+10% +$25.1K 0.13% 144
2022
Q3 		$238K Sell
4,246
-188
-4% -$11.7K 0.11% 141
2022
Q2 		$279K Buy
4,434
+12
+0.3% +$761 0.12% 130
2022
Q1 		$274K Hold
4,422
– – 0.11% 144
2021
Q4 		$262K Buy
+4,422
New +$246K 0.11% 145

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

Keystone Wealth Services's KO Position: Q1 2026 in Review

Keystone Wealth Services reduced its Coca-Cola (KO) stake by 0.92% in Q1 2026, selling an estimated $2.12K and leaving 3,014 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #275.

Keystone Wealth Services first reported a position in KO in Q4 2021 and has held it in 17 quarters since. The position peaked at $513K in Q2 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Keystone Wealth Services held 3,014 shares of Coca-Cola worth $229K as of Q1 2026.
  • Keystone Wealth Services sold 28 Coca-Cola shares in Q1 2026, an estimated $2.12K.
  • Coca-Cola made up 0.05% of Keystone Wealth Services's portfolio in Q1 2026, its #275 holding.
  • Keystone Wealth Services first reported a position in Coca-Cola in Q4 2021 and has held it in 17 quarters since.
  • Keystone Wealth Services's Coca-Cola position peaked at $513K in Q2 2025.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.