Madson Wealth Advisors’s Coca-Cola KO Stock Holding History

Madson Wealth Advisors’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 Q2	$350K	Buy	4,301 +4	+0.1%	+$316	0.24%	66
2026 Q1	$327K	Buy	+4,297	New	+$325K	0.27%	60

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Madson Wealth Advisors's KO Position: Q2 2026 in Review

Madson Wealth Advisors increased its Coca-Cola (KO) stake by 0.09% in Q2 2026, buying an estimated $316 and bringing the position to 4,301 shares worth $350K. The position accounts for 0.24% of the portfolio, ranked #66.

Madson Wealth Advisors first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Madson Wealth Advisors held 4,301 shares of Coca-Cola worth $350K as of Q2 2026.
Madson Wealth Advisors bought 4 Coca-Cola shares in Q2 2026, an estimated $316.
Coca-Cola made up 0.24% of Madson Wealth Advisors's portfolio in Q2 2026, its #66 holding.
Madson Wealth Advisors first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Madson Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.