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

Level 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	$603K	Hold	7,876	–	–	0.28%	30
2025 Q4	$551K	Hold	7,876	–	–	0.28%	30
2025 Q3	$522K	Hold	7,876	–	–	0.27%	30
2025 Q2	$557K	Hold	7,876	–	–	0.32%	27
2025 Q1	$564K	Hold	7,876	–	–	0.37%	26
2024 Q4	$490K	Buy	+7,876	New	+$514K	0.35%	27

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

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

Level Wealth Management held its Coca-Cola (KO) position steady in Q1 2026 at 7,876 shares worth $603K. The position accounts for 0.28% of the portfolio, ranked #30.

Level Wealth Management first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Level Wealth Management held 7,876 shares of Coca-Cola worth $603K as of Q1 2026.
Level Wealth Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.28% of Level Wealth Management's portfolio in Q1 2026, its #30 holding.
Level Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Level Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.