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Leo Wealth LLC’s Coca-Cola KO Stock Holding History

Leo Wealth LLC’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 		$1.55M Sell
20,348
-10,111
-33% -$764K 0.11% 148
2025
Q4 		$2.13M Buy
30,459
+12,420
+69% +$866K 0.15% 114
2025
Q3 		$1.2M Sell
18,039
-13,321
-42% -$917K 0.16% 120
2025
Q2 		$2.22M Buy
31,360
+12,994
+71% +$926K 0.17% 105
2025
Q1 		$1.32M Sell
18,366
-13,403
-42% -$895K 0.19% 103
2024
Q4 		$1.98M Buy
31,769
+13,529
+74% +$883K 0.18% 104
2024
Q3 		$1.31M Sell
18,240
-965
-5% -$66.1K 0.12% 132
2024
Q2 		$1.22M Sell
19,205
-8,667
-31% -$536K 0.12% 125
2024
Q1 		$1.7M Buy
27,872
+684
+3% +$41.1K 0.17% 100
2023
Q4 		$1.62M Buy
+27,188
New +$1.54M 0.17% 96

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

Leo Wealth LLC's KO Position: Q1 2026 in Review

Leo Wealth LLC reduced its Coca-Cola (KO) stake by 33% in Q1 2026, selling an estimated $764K and leaving 20,348 shares worth $1.55M. The position accounts for 0.11% of the portfolio, ranked #148.

Leo Wealth LLC first reported a position in KO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.22M in Q2 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Leo Wealth LLC held 20,348 shares of Coca-Cola worth $1.55M as of Q1 2026.
  • Leo Wealth LLC sold 10,111 Coca-Cola shares in Q1 2026, an estimated $764K.
  • Coca-Cola made up 0.11% of Leo Wealth LLC's portfolio in Q1 2026, its #148 holding.
  • Leo Wealth LLC first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • Leo Wealth LLC's Coca-Cola position peaked at $2.22M in Q2 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.