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

Marion 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 		$2.21M Buy
27,241
+943
+4% +$74.5K 0.45% 51
2026
Q1 		$2M Buy
26,298
+1,463
+6% +$111K 0.44% 54
2025
Q4 		$1.81M Buy
24,835
+870
+4% +$60.6K 0.4% 58
2025
Q3 		$1.59M Buy
23,965
+519
+2% +$35.7K 0.38% 58
2025
Q2 		$1.66M Buy
23,446
+18,270
+353% +$1.3M 0.42% 54
2025
Q1 		$371K Hold
5,176
– – 0.1% 94
2024
Q4 		$322K Buy
5,176
+63
+1% +$4.11K 0.09% 108
2024
Q3 		$367K Buy
5,113
+521
+11% +$35.7K 0.1% 102
2024
Q2 		$292K Buy
4,592
+35
+0.8% +$2.17K 0.09% 108
2024
Q1 		$279K Buy
+4,557
New +$274K 0.08% 109

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

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

Marion Wealth Management increased its Coca-Cola (KO) stake by 3.6% in Q2 2026, buying an estimated $74.5K and bringing the position to 27,241 shares worth $2.21M. The position accounts for 0.45% of the portfolio, ranked #51.

Marion Wealth Management first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 3,617 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Marion Wealth Management held 27,241 shares of Coca-Cola worth $2.21M as of Q2 2026.
  • Marion Wealth Management bought 943 Coca-Cola shares in Q2 2026, an estimated $74.5K.
  • Coca-Cola made up 0.45% of Marion Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Marion Wealth Management first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
  • 3,617 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.