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Motley Fool Wealth Management’s Coca-Cola KO Stock Holding History

Motley Fool 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
2015
Q4 		– Sell
-49,300
Closed -$2K – 149
2015
Q3 		$2K Buy
+49,300
New +$1.97M ﹤0.01% 155
2015
Q1 		– Sell
-40,800
Closed -$1.72M – 149
2014
Q4 		$1.72M Buy
+40,800
New +$1.74M 1.01% 37

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

Motley Fool Wealth Management's KO Position: Q1 2026 in Review

Motley Fool Wealth Management reduced its Coca-Cola (KO) stake by 27% in Q1 2026, selling an estimated $235K and leaving 8,359 shares worth $636K. The position accounts for 0.07% of the portfolio, ranked #119.

Motley Fool Wealth Management first reported a position in KO in Q2 2015 and has held it in 41 quarters since. The position peaked at $1.87M in Q2 2015. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Motley Fool Wealth Management held 8,359 shares of Coca-Cola worth $636K as of Q1 2026.
  • Motley Fool Wealth Management sold 3,107 Coca-Cola shares in Q1 2026, an estimated $235K.
  • Coca-Cola made up 0.07% of Motley Fool Wealth Management's portfolio in Q1 2026, its #119 holding.
  • Motley Fool Wealth Management first reported a position in Coca-Cola in Q2 2015 and has held it in 41 quarters since.
  • Motley Fool Wealth Management's Coca-Cola position peaked at $1.87M in Q2 2015.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Motley Fool Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.