Kingsview Wealth Management’s Coca-Cola KO Stock Holding History

Kingsview 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	$7.61K	Buy	+100	New	+$7.56K	﹤0.01%	1330
2020 Q3	–	Sell	-2,500	Closed	-$1K	–	680
2020 Q2	$1K	Buy	+2,500	New	+$115K	﹤0.01%	598
2019 Q4	–	Sell	-700	Closed	-$1K	–	510
2019 Q3	$1K	Buy	+700	New	+$37.5K	﹤0.01%	432
2018 Q3	–	Sell	-1,400	Closed	-$2K	–	433
2018 Q2	$2K	Sell	1,400 -2,200	-61%	-$95K	﹤0.01%	354
2018 Q1	$3K	Buy	+3,600	New	+$162K	﹤0.01%	331

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kingsview Wealth Management's KO Position: Q1 2026 in Review

Kingsview Wealth Management increased its Coca-Cola (KO) stake by 1.8% in Q1 2026, buying an estimated $189K and bringing the position to 143,416 shares worth $10.9M. The position accounts for 0.15% of the portfolio, ranked #124.

Kingsview Wealth Management first reported a position in KO in Q4 2017 and has held it in 34 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Kingsview Wealth Management held 143,416 shares of Coca-Cola worth $10.9M as of Q1 2026.
Kingsview Wealth Management bought 2,505 Coca-Cola shares in Q1 2026, an estimated $189K.
Coca-Cola made up 0.15% of Kingsview Wealth Management's portfolio in Q1 2026, its #124 holding.
Kingsview Wealth Management first reported a position in Coca-Cola in Q4 2017 and has held it in 34 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.