KJWM
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Kiley Juergens Wealth Management’s Coca-Cola KO Stock Holding History

Kiley Juergens 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 		$801K Sell
10,529
-89
-0.8% -$6.73K 0.14% 107
2025
Q4 		$742K Sell
10,618
-468
-4% -$32.6K 0.16% 63
2025
Q3 		$735K Sell
11,086
-248
-2% -$17.1K 0.16% 63
2025
Q2 		$802K Sell
11,334
-237
-2% -$16.9K 0.19% 62
2025
Q1 		$829K Buy
11,571
+700
+6% +$46.7K 0.22% 58
2024
Q4 		$677K Sell
10,871
-371
-3% -$24.2K 0.17% 60
2024
Q3 		$808K Buy
11,242
+15
+0.1% +$1.03K 0.21% 54
2024
Q2 		$715K Sell
11,227
-999
-8% -$61.8K 0.2% 58
2024
Q1 		$748K Buy
12,226
+200
+2% +$12K 0.23% 52
2023
Q4 		$709K Buy
12,026
+548
+5% +$31.1K 0.24% 51
2023
Q3 		$643K Buy
11,478
+174
+2% +$10.4K 0.23% 58
2023
Q2 		$681K Buy
11,304
+241
+2% +$15K 0.23% 59
2023
Q1 		$686K Sell
11,063
-447
-4% -$27.1K 0.26% 59
2022
Q4 		$732K Sell
11,510
-67
-0.6% -$4.04K 0.31% 57
2022
Q3 		$648K Buy
11,577
+592
+5% +$36.8K 0.3% 58
2022
Q2 		$691K Buy
+10,985
New +$696K 0.33% 55
2018
Q4 		– Sell
-1,823
Closed -$84K – 370
2018
Q3 		$84K Buy
1,823
+406
+29% +$18.5K 0.06% 170
2018
Q2 		$62K Buy
+1,417
New +$61.2K 0.06% 181
2018
Q1 		– Sell
-1,383
Closed -$63K – 367
2017
Q4 		$63K Buy
+1,383
New +$63.6K 0.06% 178

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

Kiley Juergens Wealth Management's KO Position: Q1 2026 in Review

Kiley Juergens Wealth Management reduced its Coca-Cola (KO) stake by 0.84% in Q1 2026, selling an estimated $6.73K and leaving 10,529 shares worth $801K. The position accounts for 0.14% of the portfolio, ranked #107.

Kiley Juergens Wealth Management first reported a position in KO in Q4 2017 and has held it in 19 quarters since. The position peaked at $829K in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Kiley Juergens Wealth Management held 10,529 shares of Coca-Cola worth $801K as of Q1 2026.
  • Kiley Juergens Wealth Management sold 89 Coca-Cola shares in Q1 2026, an estimated $6.73K.
  • Coca-Cola made up 0.14% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #107 holding.
  • Kiley Juergens Wealth Management first reported a position in Coca-Cola in Q4 2017 and has held it in 19 quarters since.
  • Kiley Juergens Wealth Management's Coca-Cola position peaked at $829K in Q1 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.