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

Navigate 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 Q2	$574K	Hold	7,038	–	–	0.36%	43
2026 Q1	$526K	Buy	+7,038	New	+$532K	0.37%	43

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Navigate Wealth Management's KO Position: Q2 2026 in Review

Navigate Wealth Management held its Coca-Cola (KO) position steady in Q2 2026 at 7,038 shares worth $574K. The position accounts for 0.36% of the portfolio, ranked #43.

Navigate Wealth Management first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,604 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Navigate Wealth Management held 7,038 shares of Coca-Cola worth $574K as of Q2 2026.
Navigate Wealth Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.36% of Navigate Wealth Management's portfolio in Q2 2026, its #43 holding.
Navigate Wealth Management first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
3,604 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Navigate Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.