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

Maridea 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 		$229K Buy
+3,016
New +$228K 0.03% 403
2025
Q4 		– Sell
-7,893
Closed -$540K – 434
2025
Q3 		$540K Buy
+7,893
New +$543K 0.08% 228
2025
Q2 		– Sell
-8,882
Closed -$636K – 297
2025
Q1 		$636K Buy
+8,882
New +$593K 0.21% 91

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

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

Maridea Wealth Management opened a new position in Coca-Cola (KO) in Q1 2026: 3,016 shares worth $229K. The stake represents 0.03% of the portfolio and ranks #403 among its holdings. This is a return to the name: Maridea Wealth Management previously reported a position in KO as recently as Q3 2025.

Maridea Wealth Management first reported a position in KO in Q1 2025 and has held it in 3 quarters since. The position peaked at $636K in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Maridea Wealth Management held 3,016 shares of Coca-Cola worth $229K as of Q1 2026.
  • Coca-Cola was a new Maridea Wealth Management position in Q1 2026.
  • Coca-Cola made up 0.03% of Maridea Wealth Management's portfolio in Q1 2026, its #403 holding.
  • Maridea Wealth Management first reported a position in Coca-Cola in Q1 2025 and has held it in 3 quarters since.
  • Maridea Wealth Management's Coca-Cola position peaked at $636K in Q1 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.