Measured Wealth Private Client Group’s Coca-Cola KO Stock Holding History

Measured Wealth Private Client Group’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	$181K	Sell	2,225 -150	-6%	-$11.8K	0.04%	209
2026 Q1	$181K	Sell	2,375 -76	-3%	-$5.75K	0.05%	193
2025 Q4	$171K	Buy	2,451 +35	+1%	+$2.44K	0.05%	209
2025 Q3	$160K	Sell	2,416 -736	-23%	-$50.7K	0.04%	204
2025 Q2	$223K	Buy	+3,152	New	+$225K	0.07%	167
2024 Q3	–	Sell	-3,336	Closed	-$212K	–	190
2024 Q2	$212K	Hold	3,336	–	–	0.07%	173
2024 Q1	$204K	Buy	+3,336	New	+$200K	0.07%	180
2023 Q3	–	Sell	-3,626	Closed	-$218K	–	177
2023 Q2	$218K	Buy	3,626 +85	+2%	+$5.29K	0.08%	164
2023 Q1	$220K	Sell	3,541 -145	-4%	-$8.78K	0.08%	166
2022 Q4	$234K	Sell	3,686 -232	-6%	-$14K	0.1%	147
2022 Q3	$219K	Hold	3,918	–	–	0.1%	133
2022 Q2	$246K	Buy	3,918 +49	+1%	+$3.11K	0.11%	135
2022 Q1	$240K	Sell	3,869 -95	-2%	-$5.78K	0.09%	148
2021 Q4	$235K	Hold	3,964	–	–	0.08%	145
2021 Q3	$208K	Sell	3,964 -1,030	-21%	-$57.4K	0.08%	154
2021 Q2	$270K	Buy	4,994 +697	+16%	+$37.9K	0.09%	148
2021 Q1	$226K	Sell	4,297 -31	-0.7%	-$1.56K	0.08%	141
2020 Q4	$237K	Sell	4,328 -460	-10%	-$23.8K	0.1%	120
2020 Q3	$236K	Sell	4,788 -59	-1%	-$2.84K	0.11%	111
2020 Q2	$217K	Sell	4,847 -1,312	-21%	-$60.4K	0.13%	105
2020 Q1	$273K	Buy	+6,159	New	+$333K	0.21%	68
2019 Q3	–	Sell	-5,584	Closed	-$284K	–	171
2019 Q2	$284K	Sell	5,584 -9,035	-62%	-$443K	0.16%	139
2019 Q1	$685K	Buy	14,619 +3,440	+31%	+$161K	0.42%	43
2018 Q4	$529K	Sell	11,179 -175	-2%	-$8.38K	0.48%	36
2018 Q3	$526K	Buy	11,354 +4,509	+66%	+$206K	0.32%	43
2018 Q2	$300K	Buy	+6,845	New	+$296K	0.24%	101
2017 Q3	$91K	Buy	+2,025	New	+$92.1K	0.12%	45

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 $3.38T AUM 44.17% 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

Measured Wealth Private Client Group's KO Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Coca-Cola (KO) stake by 6.3% in Q2 2026, selling an estimated $11.8K and leaving 2,225 shares worth $181K. The position accounts for 0.04% of the portfolio, ranked #209.

Measured Wealth Private Client Group first reported a position in KO in Q3 2017 and has held it in 27 quarters since. The position peaked at $685K in Q1 2019. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Measured Wealth Private Client Group held 2,225 shares of Coca-Cola worth $181K as of Q2 2026.
Measured Wealth Private Client Group sold 150 Coca-Cola shares in Q2 2026, an estimated $11.8K.
Coca-Cola made up 0.04% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #209 holding.
Measured Wealth Private Client Group first reported a position in Coca-Cola in Q3 2017 and has held it in 27 quarters since.
Measured Wealth Private Client Group's Coca-Cola position peaked at $685K in Q1 2019.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.