Landmark Wealth Management (New York)’s Coca-Cola KO Stock Holding History

Landmark Wealth Management (New York)’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	$519K	Buy	+6,827	New	+$516K	0.14%	107
2022 Q2	–	Sell	-1,108	Closed	-$1.11K	–	119
2022 Q1	$1.11K	Buy	+1,108	New	+$67.4K	﹤0.01%	99

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

Landmark Wealth Management (New York)'s KO Position: Q1 2026 in Review

Landmark Wealth Management (New York) opened a new position in Coca-Cola (KO) in Q1 2026: 6,827 shares worth $519K. The stake represents 0.14% of the portfolio and ranks #107 among its holdings. This is a return to the name: Landmark Wealth Management (New York) previously reported a position in KO as recently as Q1 2022.

Landmark Wealth Management (New York) first reported a position in KO in Q1 2022 and has held it in 2 quarters since. 3,556 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Landmark Wealth Management (New York) held 6,827 shares of Coca-Cola worth $519K as of Q1 2026.
Coca-Cola was a new Landmark Wealth Management (New York) position in Q1 2026.
Coca-Cola made up 0.14% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #107 holding.
Landmark Wealth Management (New York) first reported a position in Coca-Cola in Q1 2022 and has held it in 2 quarters since.
3,556 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.