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King Wealth Management Group’s Coca-Cola KO Stock Holding History

King Wealth Management Group’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 		$774K Hold
10,175
– – 0.1% 83
2025
Q4 		$711K Sell
10,175
-237
-2% -$16.5K 0.09% 85
2025
Q3 		$691K Buy
10,412
+8
+0.1% +$551 0.09% 81
2025
Q2 		$736K Buy
10,404
+8
+0.1% +$570 0.1% 78
2025
Q1 		$745K Buy
10,396
+246
+2% +$16.4K 0.11% 69
2024
Q4 		$632K Buy
10,150
+15
+0.1% +$979 0.09% 80
2024
Q3 		$728K Sell
10,135
-186
-2% -$12.7K 0.11% 70
2024
Q2 		$657K Buy
10,321
+2
+0% +$124 0.11% 73
2024
Q1 		$631K Hold
10,319
– – 0.11% 73
2023
Q4 		$608K Buy
10,319
+17
+0.2% +$966 0.12% 72
2023
Q3 		$577K Buy
10,302
+1,032
+11% +$61.9K 0.12% 69
2023
Q2 		$558K Buy
9,270
+16
+0.2% +$995 0.11% 74
2023
Q1 		$574K Hold
9,254
– – 0.13% 74
2022
Q4 		$589K Sell
9,254
-850
-8% -$51.3K 0.14% 74
2022
Q3 		$566K Hold
10,104
– – 0.14% 71
2022
Q2 		$636K Sell
10,104
-927
-8% -$58.8K 0.15% 69
2022
Q1 		$684K Hold
11,031
– – 0.13% 77
2021
Q4 		$653K Sell
11,031
-262
-2% -$14.6K 0.12% 88
2021
Q3 		$593K Buy
11,293
+927
+9% +$51.7K 0.12% 89
2021
Q2 		$561K Buy
10,366
+497
+5% +$27K 0.11% 89
2021
Q1 		$520K Hold
9,869
– – 0.12% 89
2020
Q4 		$541K Hold
9,869
– – 0.13% 90
2020
Q3 		$487K Hold
9,869
– – 0.13% 90
2020
Q2 		$441K Hold
9,869
– – 0.13% 90
2020
Q1 		$437K Buy
9,869
+904
+10% +$48.8K 0.19% 67
2019
Q4 		$496K Hold
8,965
– – 0.13% 71
2019
Q3 		$488K Hold
8,965
– – 0.14% 69
2019
Q2 		$456K Hold
8,965
– – 0.14% 72
2019
Q1 		$420K Hold
8,965
– – 0.13% 78
2018
Q4 		$424K Hold
8,965
– – 0.15% 72
2018
Q3 		$414K Hold
8,965
– – 0.13% 79
2018
Q2 		$393K Buy
8,965
+94
+1% +$4.06K 0.13% 77
2018
Q1 		$385K Sell
8,871
-31
-0.3% -$1.39K 0.14% 78
2017
Q4 		$408K Sell
8,902
-60
-0.7% -$2.76K 0.14% 79
2017
Q3 		$403K Buy
8,962
+11
+0.1% +$500 0.15% 80
2017
Q2 		$401K Sell
8,951
-480
-5% -$21.2K 0.16% 81
2017
Q1 		$400K Sell
9,431
-50
-0.5% -$2.09K 0.17% 79
2016
Q4 		$393K Buy
9,481
+3,696
+64% +$154K 0.18% 75
2016
Q3 		$245K Buy
5,785
+100
+2% +$4.38K 0.12% 100
2016
Q2 		$258K Hold
5,685
– – 0.14% 85
2016
Q1 		$264K Buy
5,685
+6
+0.1% +$261 0.14% 83
2015
Q4 		$244K Sell
5,679
-56
-1% -$2.38K 0.13% 90
2015
Q3 		$230K Buy
5,735
+66
+1% +$2.64K 0.14% 96
2015
Q2 		$222K Sell
5,669
-50
-0.9% -$2.03K 0.12% 101
2015
Q1 		$230K Sell
5,719
-3,750
-40% -$157K 0.13% 93
2014
Q4 		$400K Buy
9,469
+3,881
+69% +$166K 0.21% 69
2014
Q3 		$238K Hold
5,588
– – 0.15% 92
2014
Q2 		$235K Hold
5,588
– – 0.14% 99
2014
Q1 		$216K Sell
5,588
-11,960
-68% -$462K 0.15% 95
2013
Q4 		$725K Hold
17,548
– – 0.41% 58
2013
Q3 		$665K Sell
17,548
-337
-2% -$13.3K 0.43% 55
2013
Q2 		$717K Buy
+17,885
New +$740K 0.5% 50

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

King Wealth Management Group's KO Position: Q1 2026 in Review

King Wealth Management Group held its Coca-Cola (KO) position steady in Q1 2026 at 10,175 shares worth $774K. The position accounts for 0.1% of the portfolio, ranked #83.

King Wealth Management Group first reported a position in KO in Q2 2013 and has held it in 52 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • King Wealth Management Group held 10,175 shares of Coca-Cola worth $774K as of Q1 2026.
  • King Wealth Management Group left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.1% of King Wealth Management Group's portfolio in Q1 2026, its #83 holding.
  • King Wealth Management Group first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.