MWM
KO icon

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

Manske 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
Q2 		$329K Buy
4,047
+30
+0.7% +$2.37K 0.08% 176
2026
Q1 		$305K Sell
4,017
-230
-5% -$17.4K 0.09% 170
2025
Q4 		$297K Hold
4,247
– – 0.09% 159
2025
Q3 		$282K Buy
4,247
+34
+0.8% +$2.34K 0.09% 157
2025
Q2 		$298K Sell
4,213
-127
-3% -$9.05K 0.1% 147
2025
Q1 		$311K Buy
4,340
+440
+11% +$29.4K 0.12% 133
2024
Q4 		$243K Buy
+3,900
New +$255K 0.1% 146

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Manske Wealth Management's KO Position: Q2 2026 in Review

Manske Wealth Management increased its Coca-Cola (KO) stake by 0.75% in Q2 2026, buying an estimated $2.37K and bringing the position to 4,047 shares worth $329K. The position accounts for 0.08% of the portfolio, ranked #176.

Manske Wealth Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,627 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Manske Wealth Management held 4,047 shares of Coca-Cola worth $329K as of Q2 2026.
  • Manske Wealth Management bought 30 Coca-Cola shares in Q2 2026, an estimated $2.37K.
  • Coca-Cola made up 0.08% of Manske Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Manske Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,627 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Manske Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.