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

Moran 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 		$3.84M Buy
50,454
+1,571
+3% +$119K 0.12% 230
2025
Q4 		$3.42M Buy
48,883
+1,832
+4% +$128K 0.1% 239
2025
Q3 		$3.12M Sell
47,051
-26,196
-36% -$1.8M 0.09% 241
2025
Q2 		$5.18M Buy
73,247
+8,693
+13% +$619K 0.16% 180
2025
Q1 		$4.62M Buy
64,554
+22,704
+54% +$1.52M 0.16% 188
2024
Q4 		$2.61M Buy
41,850
+2,684
+7% +$175K 0.08% 236
2024
Q3 		$2.81M Buy
39,166
+732
+2% +$50.1K 0.09% 234
2024
Q2 		$2.45M Buy
38,434
+1,712
+5% +$106K 0.08% 235
2024
Q1 		$2.25M Sell
36,722
-2,918
-7% -$175K 0.07% 249
2023
Q4 		$2.34M Sell
39,640
-18,703
-32% -$1.06M 0.08% 239
2023
Q3 		$3.27M Sell
58,343
-289,200
-83% -$17.3M 0.13% 182
2023
Q2 		$20.9M Buy
347,543
+23,920
+7% +$1.49M 0.79% 32
2023
Q1 		$20.1M Buy
323,623
+11,161
+4% +$676K 0.76% 35
2022
Q4 		$19.9M Buy
+312,462
New +$18.9M 0.75% 33

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

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

Moran Wealth Management increased its Coca-Cola (KO) stake by 3.2% in Q1 2026, buying an estimated $119K and bringing the position to 50,454 shares worth $3.84M. The position accounts for 0.12% of the portfolio, ranked #230.

Moran Wealth Management first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $20.9M in Q2 2023. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Moran Wealth Management held 50,454 shares of Coca-Cola worth $3.84M as of Q1 2026.
  • Moran Wealth Management bought 1,571 Coca-Cola shares in Q1 2026, an estimated $119K.
  • Coca-Cola made up 0.12% of Moran Wealth Management's portfolio in Q1 2026, its #230 holding.
  • Moran Wealth Management first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
  • Moran Wealth Management's Coca-Cola position peaked at $20.9M in Q2 2023.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.