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

Marietta 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	$449K	Sell	5,525 -859	-13%	-$67.8K	0.05%	113
2026 Q1	$486K	Buy	6,384 +460	+8%	+$34.8K	0.06%	108
2025 Q4	$414K	Buy	+5,924	New	+$413K	0.05%	107
2025 Q3	–	Sell	-5,442	Closed	-$385K	–	123
2025 Q2	$385K	Sell	5,442 -234	-4%	-$16.7K	0.05%	106
2025 Q1	$407K	Sell	5,676 -570	-9%	-$38.1K	0.06%	97
2024 Q4	$389K	Buy	6,246 +20	+0.3%	+$1.31K	0.06%	99
2024 Q3	$447K	Sell	6,226 -1,000	-14%	-$68.5K	0.07%	97
2024 Q2	$460K	Buy	7,226 +1,358	+23%	+$84.1K	0.07%	94
2024 Q1	$359K	Hold	5,868	–	–	0.06%	96
2023 Q4	$346K	Buy	+5,868	New	+$333K	0.06%	97
2023 Q1	–	Sell	-3,278	Closed	-$209K	–	110
2022 Q4	$209K	Buy	+3,278	New	+$198K	0.05%	106
2022 Q3	–	Sell	-3,388	Closed	-$213K	–	108
2022 Q2	$213K	Buy	+3,388	New	+$215K	0.05%	107
2018 Q1	–	Sell	-6,000	Closed	-$275K	–	122
2017 Q4	$275K	Sell	6,000 -5,430	-48%	-$250K	0.15%	101
2017 Q3	$514K	Sell	11,430 -122	-1%	-$5.55K	0.29%	87
2017 Q2	$518K	Sell	11,552 -1,849	-14%	-$81.7K	0.31%	88
2017 Q1	$569K	Buy	13,401 +1,306	+11%	+$54.5K	0.38%	82
2016 Q4	$501K	Buy	+12,095	New	+$503K	0.4%	83

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

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

Marietta Wealth Management reduced its Coca-Cola (KO) stake by 13% in Q2 2026, selling an estimated $67.8K and leaving 5,525 shares worth $449K. The position accounts for 0.05% of the portfolio, ranked #113.

Marietta Wealth Management first reported a position in KO in Q4 2016 and has held it in 17 quarters since. The position peaked at $569K in Q1 2017. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Marietta Wealth Management held 5,525 shares of Coca-Cola worth $449K as of Q2 2026.
Marietta Wealth Management sold 859 Coca-Cola shares in Q2 2026, an estimated $67.8K.
Coca-Cola made up 0.05% of Marietta Wealth Management's portfolio in Q2 2026, its #113 holding.
Marietta Wealth Management first reported a position in Coca-Cola in Q4 2016 and has held it in 17 quarters since.
Marietta Wealth Management's Coca-Cola position peaked at $569K in Q1 2017.
3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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