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Oxler Private Wealth’s Coca-Cola KO Stock Holding History

Oxler Private Wealth’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 		$278K Sell
3,656
-628
-15% -$47.5K 0.09% 76
2025
Q4 		$300K Sell
4,284
-627
-13% -$43.7K 0.09% 77
2025
Q3 		$326K Sell
4,911
-11,569
-70% -$796K 0.09% 74
2025
Q2 		$1.17M Sell
16,480
-1,495
-8% -$106K 0.37% 39
2025
Q1 		$1.29M Buy
17,975
+114
+0.6% +$7.61K 0.45% 38
2024
Q4 		$1.11M Sell
17,861
-106
-0.6% -$6.92K 0.37% 42
2024
Q3 		$1.29M Sell
17,967
-405
-2% -$27.7K 0.45% 38
2024
Q2 		$1.17M Buy
18,372
+123
+0.7% +$7.61K 0.43% 39
2024
Q1 		$1.12M Buy
18,249
+12,583
+222% +$756K 0.44% 43
2023
Q4 		$334K Sell
5,666
-10,428
-65% -$592K 0.28% 51
2023
Q3 		$901K Buy
16,094
+119
+0.7% +$7.14K 0.45% 47
2023
Q2 		$962K Buy
15,975
+117
+0.7% +$7.28K 0.46% 47
2023
Q1 		$984K Hold
15,858
– – 0.49% 47
2022
Q4 		$1.01M Buy
15,858
+231
+1% +$13.9K 0.54% 47
2022
Q3 		$876K Buy
15,627
+106
+0.7% +$6.59K 0.49% 50
2022
Q2 		$976K Buy
15,521
+109
+0.7% +$6.91K 0.47% 53
2022
Q1 		$955K Hold
15,412
– – 0.43% 61
2021
Q4 		$912K Buy
15,412
+112
+0.7% +$6.24K 0.38% 67
2021
Q3 		$802K Hold
15,300
– – 0.35% 74
2021
Q2 		$827K Sell
15,300
-100
-0.6% -$5.44K 0.36% 78
2021
Q1 		$811K Sell
15,400
-400
-3% -$20.1K 0.41% 65
2020
Q4 		$866K Buy
+15,800
New +$817K 0.49% 44

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

Oxler Private Wealth's KO Position: Q1 2026 in Review

Oxler Private Wealth reduced its Coca-Cola (KO) stake by 15% in Q1 2026, selling an estimated $47.5K and leaving 3,656 shares worth $278K. The position accounts for 0.09% of the portfolio, ranked #76.

Oxler Private Wealth first reported a position in KO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.29M in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Oxler Private Wealth held 3,656 shares of Coca-Cola worth $278K as of Q1 2026.
  • Oxler Private Wealth sold 628 Coca-Cola shares in Q1 2026, an estimated $47.5K.
  • Coca-Cola made up 0.09% of Oxler Private Wealth's portfolio in Q1 2026, its #76 holding.
  • Oxler Private Wealth first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
  • Oxler Private Wealth's Coca-Cola position peaked at $1.29M in Q3 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Oxler Private Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.