KW
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Keyvantage Wealth’s Coca-Cola KO Stock Holding History

Keyvantage 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
Q2 		$318K Sell
3,915
-37
-0.9% -$2.92K 0.12% 70
2026
Q1 		$301K Buy
3,952
+913
+30% +$69K 0.13% 77
2025
Q4 		$212K Buy
+3,039
New +$212K 0.09% 96
2025
Q3 		– Sell
-4,004
Closed -$283K – 100
2025
Q2 		$283K Sell
4,004
-553
-12% -$39.4K 0.13% 77
2025
Q1 		$326K Buy
4,557
+815
+22% +$54.4K 0.16% 73
2024
Q4 		$233K Buy
+3,742
New +$244K 0.17% 85

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

Keyvantage Wealth's KO Position: Q2 2026 in Review

Keyvantage Wealth reduced its Coca-Cola (KO) stake by 0.94% in Q2 2026, selling an estimated $2.92K and leaving 3,915 shares worth $318K. The position accounts for 0.12% of the portfolio, ranked #70.

Keyvantage Wealth first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $326K in Q1 2025. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Keyvantage Wealth held 3,915 shares of Coca-Cola worth $318K as of Q2 2026.
  • Keyvantage Wealth sold 37 Coca-Cola shares in Q2 2026, an estimated $2.92K.
  • Coca-Cola made up 0.12% of Keyvantage Wealth's portfolio in Q2 2026, its #70 holding.
  • Keyvantage Wealth first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • Keyvantage Wealth's Coca-Cola position peaked at $326K in Q1 2025.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.