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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
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
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

Measured Wealth Private Client Group's KO Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its Coca-Cola (KO) stake by 3.1% in Q1 2026, selling an estimated $5.75K and leaving 2,375 shares worth $181K. The position accounts for 0.05% of the portfolio, ranked #193.

Measured Wealth Private Client Group first reported a position in KO in Q3 2017 and has held it in 26 quarters since. The position peaked at $685K in Q1 2019. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Measured Wealth Private Client Group held 2,375 shares of Coca-Cola worth $181K as of Q1 2026.
  • Measured Wealth Private Client Group sold 76 Coca-Cola shares in Q1 2026, an estimated $5.75K.
  • Coca-Cola made up 0.05% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #193 holding.
  • Measured Wealth Private Client Group first reported a position in Coca-Cola in Q3 2017 and has held it in 26 quarters since.
  • Measured Wealth Private Client Group's Coca-Cola position peaked at $685K in Q1 2019.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.