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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
Q2 		$250K Buy
3,081
+67
+2% +$5.29K 0.05% 281
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 $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

Keystone Wealth Services's KO Position: Q2 2026 in Review

Keystone Wealth Services increased its Coca-Cola (KO) stake by 2.2% in Q2 2026, buying an estimated $5.29K and bringing the position to 3,081 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #281.

Keystone Wealth Services first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $513K in Q2 2025. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Keystone Wealth Services held 3,081 shares of Coca-Cola worth $250K as of Q2 2026.
  • Keystone Wealth Services bought 67 Coca-Cola shares in Q2 2026, an estimated $5.29K.
  • Coca-Cola made up 0.05% of Keystone Wealth Services's portfolio in Q2 2026, its #281 holding.
  • Keystone Wealth Services first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • Keystone Wealth Services's Coca-Cola position peaked at $513K in Q2 2025.
  • 3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.