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Medallion Wealth Advisors’s Coca-Cola KO Stock Holding History

Medallion Wealth Advisors’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 		$890K Buy
11,703
+133
+1% +$10.1K 0.29% 80
2025
Q4 		$809K Buy
11,570
+365
+3% +$25.4K 0.27% 84
2025
Q3 		$743K Sell
11,205
-814
-7% -$56K 0.26% 92
2025
Q2 		$857K Buy
12,019
+298
+3% +$21.2K 0.33% 74
2025
Q1 		$841K Buy
11,721
+1,290
+12% +$86.2K 0.38% 61
2024
Q4 		$699K Buy
+10,431
New +$681K 0.35% 71

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

Medallion Wealth Advisors's KO Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Coca-Cola (KO) stake by 1.1% in Q1 2026, buying an estimated $10.1K and bringing the position to 11,703 shares worth $890K. The position accounts for 0.29% of the portfolio, ranked #80.

Medallion Wealth Advisors first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Medallion Wealth Advisors held 11,703 shares of Coca-Cola worth $890K as of Q1 2026.
  • Medallion Wealth Advisors bought 133 Coca-Cola shares in Q1 2026, an estimated $10.1K.
  • Coca-Cola made up 0.29% of Medallion Wealth Advisors's portfolio in Q1 2026, its #80 holding.
  • Medallion Wealth Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.