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

One 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	$382K	Buy	5,029 +22	+0.4%	+$1.66K	0.05%	210
2025 Q4	$350K	Sell	5,007 -813	-14%	-$56.7K	0.04%	212
2025 Q3	$386K	Sell	5,820 -108	-2%	-$7.43K	0.05%	202
2025 Q2	$419K	Sell	5,928 -130	-2%	-$9.26K	0.06%	179
2025 Q1	$437K	Buy	+6,058	New	+$405K	0.07%	167
2023 Q1	–	Sell	-1,137	Closed	-$72.3K	–	420
2022 Q4	$72.3K	Buy	+1,137	New	+$68.6K	0.02%	344
2019 Q2	–	Sell	-1,500	Closed	-$70K	–	307
2019 Q1	$70K	Buy	+1,500	New	+$70.2K	0.06%	209
2018 Q4	–	Sell	-13	Closed	-$1K	–	300
2018 Q3	$1K	Hold	13	–	–	﹤0.01%	550
2018 Q2	$1K	Buy	+13	New	+$561	﹤0.01%	536
2018 Q1	–	Sell	-13	Closed	-$1K	–	554
2017 Q4	$1K	Buy	+13	New	+$598	﹤0.01%	542

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

One Wealth Advisors increased its Coca-Cola (KO) stake by 0.44% in Q1 2026, buying an estimated $1.66K and bringing the position to 5,029 shares worth $382K. The position accounts for 0.05% of the portfolio, ranked #210.

One Wealth Advisors first reported a position in KO in Q4 2017 and has held it in 10 quarters since. The position peaked at $437K in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

One Wealth Advisors held 5,029 shares of Coca-Cola worth $382K as of Q1 2026.
One Wealth Advisors bought 22 Coca-Cola shares in Q1 2026, an estimated $1.66K.
Coca-Cola made up 0.05% of One Wealth Advisors's portfolio in Q1 2026, its #210 holding.
One Wealth Advisors first reported a position in Coca-Cola in Q4 2017 and has held it in 10 quarters since.
One Wealth Advisors's Coca-Cola position peaked at $437K in Q1 2025.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.