MWM
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Modern Wealth Management’s Coca-Cola KO Stock Holding History

Modern 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
Q1 		$3.91M Buy
51,445
+4,965
+11% +$375K 0.07% 228
2025
Q4 		$3.25M Buy
46,480
+2,944
+7% +$205K 0.06% 237
2025
Q3 		$2.89M Sell
43,536
-1,117
-3% -$76.9K 0.06% 241
2025
Q2 		$3.16M Buy
44,653
+5,533
+14% +$394K 0.08% 216
2025
Q1 		$2.8M Buy
39,120
+4,717
+14% +$315K 0.09% 184
2024
Q4 		$2.14M Buy
34,403
+3,795
+12% +$248K 0.08% 172
2024
Q3 		$2.2M Buy
30,608
+4,223
+16% +$289K 0.13% 104
2024
Q2 		$1.68M Buy
26,385
+10,719
+68% +$664K 0.12% 102
2024
Q1 		$958K Buy
15,666
+7,599
+94% +$456K 0.09% 120
2023
Q4 		$475K Buy
+8,067
New +$458K 0.06% 95

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

Modern Wealth Management's KO Position: Q1 2026 in Review

Modern Wealth Management increased its Coca-Cola (KO) stake by 11% in Q1 2026, buying an estimated $375K and bringing the position to 51,445 shares worth $3.91M. The position accounts for 0.07% of the portfolio, ranked #228.

Modern Wealth Management first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Modern Wealth Management held 51,445 shares of Coca-Cola worth $3.91M as of Q1 2026.
  • Modern Wealth Management bought 4,965 Coca-Cola shares in Q1 2026, an estimated $375K.
  • Coca-Cola made up 0.07% of Modern Wealth Management's portfolio in Q1 2026, its #228 holding.
  • Modern Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.