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

Opal 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 		$846K Buy
11,125
+548
+5% +$41.4K 0.19% 53
2025
Q4 		$739K Sell
10,577
-1,075
-9% -$74.9K 0.19% 68
2025
Q3 		$773K Buy
11,652
+418
+4% +$28.8K 0.22% 60
2025
Q2 		$795K Sell
11,234
-5,465
-33% -$389K 0.22% 51
2025
Q1 		$1.2M Buy
16,699
+1,301
+8% +$86.9K 0.37% 30
2024
Q4 		$959K Sell
15,398
-7
-0% -$457 0.29% 46
2024
Q3 		$1.11M Buy
15,405
+970
+7% +$66.4K 0.35% 42
2024
Q2 		$919K Buy
14,435
+1,122
+8% +$69.5K 0.3% 42
2024
Q1 		$814K Buy
13,313
+2
+0% +$120 0.28% 49
2023
Q4 		$784K Buy
13,311
+40
+0.3% +$2.27K 0.31% 53
2023
Q3 		$743K Buy
13,271
+627
+5% +$37.6K 0.43% 37
2023
Q2 		$761K Buy
12,644
+1,155
+10% +$71.9K 0.38% 33
2023
Q1 		$713K Buy
11,489
+356
+3% +$21.6K 0.42% 28
2022
Q4 		$708K Buy
11,133
+16
+0.1% +$966 0.39% 39
2022
Q3 		$623K Buy
+11,117
New +$691K 0.45% 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

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

Opal Wealth Advisors increased its Coca-Cola (KO) stake by 5.2% in Q1 2026, buying an estimated $41.4K and bringing the position to 11,125 shares worth $846K. The position accounts for 0.19% of the portfolio, ranked #53.

Opal Wealth Advisors first reported a position in KO in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.2M in Q1 2025. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Opal Wealth Advisors held 11,125 shares of Coca-Cola worth $846K as of Q1 2026.
  • Opal Wealth Advisors bought 548 Coca-Cola shares in Q1 2026, an estimated $41.4K.
  • Coca-Cola made up 0.19% of Opal Wealth Advisors's portfolio in Q1 2026, its #53 holding.
  • Opal Wealth Advisors first reported a position in Coca-Cola in Q3 2022 and has held it in 15 quarters since.
  • Opal Wealth Advisors's Coca-Cola position peaked at $1.2M in Q1 2025.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.