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

Palumbo 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
Q1 		$472K Buy
6,206
+745
+14% +$56.3K 0.12% 128
2025
Q4 		$382K Buy
5,461
+336
+7% +$23.4K 0.09% 150
2025
Q3 		$283K Sell
5,125
-538
-10% -$37K 0.09% 136
2025
Q2 		$401K Buy
5,663
+954
+20% +$68K 0.12% 122
2025
Q1 		$337K Buy
4,709
+682
+17% +$45.5K 0.11% 126
2024
Q4 		$251K Sell
4,027
-38,112
-90% -$2.49M 0.09% 136
2024
Q3 		$3.03M Buy
42,139
+929
+2% +$63.6K 1.18% 23
2024
Q2 		$2.62M Buy
41,210
+4,611
+13% +$285K 1.11% 21
2024
Q1 		$2.24M Buy
36,599
+4,097
+13% +$246K 1% 26
2023
Q4 		$1.92M Buy
32,502
+3,152
+11% +$179K 0.98% 23
2023
Q3 		$1.64M Buy
29,350
+8,927
+44% +$535K 0.9% 25
2023
Q2 		$1.23M Buy
20,423
+1,526
+8% +$94.9K 0.75% 25
2023
Q1 		$1.17M Buy
18,897
+2,264
+14% +$137K 0.78% 30
2022
Q4 		$1.06M Buy
16,633
+515
+3% +$31.1K 0.84% 28
2022
Q3 		$903K Buy
16,118
+422
+3% +$26.2K 0.76% 31
2022
Q2 		$987K Buy
15,696
+973
+7% +$61.7K 0.78% 27
2022
Q1 		$913K Buy
14,723
+232
+2% +$14.1K 0.59% 43
2021
Q4 		$858K Buy
14,491
+801
+6% +$44.6K 0.54% 42
2021
Q3 		$718K Sell
13,690
-1,944
-12% -$108K 0.47% 50
2021
Q2 		$846K Buy
15,634
+67
+0.4% +$3.65K 0.57% 38
2021
Q1 		$821K Buy
15,567
+722
+5% +$36.3K 0.62% 40
2020
Q4 		$814K Buy
+14,845
New +$768K 0.66% 29

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

Palumbo Wealth Management's KO Position: Q1 2026 in Review

Palumbo Wealth Management increased its Coca-Cola (KO) stake by 14% in Q1 2026, buying an estimated $56.3K and bringing the position to 6,206 shares worth $472K. The position accounts for 0.12% of the portfolio, ranked #128.

Palumbo Wealth Management first reported a position in KO in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.03M in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Palumbo Wealth Management held 6,206 shares of Coca-Cola worth $472K as of Q1 2026.
  • Palumbo Wealth Management bought 745 Coca-Cola shares in Q1 2026, an estimated $56.3K.
  • Coca-Cola made up 0.12% of Palumbo Wealth Management's portfolio in Q1 2026, its #128 holding.
  • Palumbo Wealth Management first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
  • Palumbo Wealth Management's Coca-Cola position peaked at $3.03M in Q3 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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