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Papamarkou Wellner Asset Management’s Coca-Cola KO Stock Holding History

Papamarkou Wellner Asset 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 		$4.05M Buy
53,282
+1,674
+3% +$127K 2.48% 9
2025
Q4 		$3.61M Sell
51,608
-350
-0.7% -$24.4K 2.17% 11
2025
Q3 		$3.45M Hold
51,958
– – 2.13% 11
2025
Q2 		$3.68M Buy
51,958
+1,182
+2% +$84.2K 2.43% 9
2025
Q1 		$3.64M Buy
50,776
+68
+0.1% +$4.54K 2.53% 10
2024
Q4 		$3.16M Buy
+50,708
New +$3.31M 2.17% 11

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

Papamarkou Wellner Asset Management's KO Position: Q1 2026 in Review

Papamarkou Wellner Asset Management increased its Coca-Cola (KO) stake by 3.2% in Q1 2026, buying an estimated $127K and bringing the position to 53,282 shares worth $4.05M. The position accounts for 2.48% of the portfolio, ranked #9.

Papamarkou Wellner Asset Management first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Papamarkou Wellner Asset Management held 53,282 shares of Coca-Cola worth $4.05M as of Q1 2026.
  • Papamarkou Wellner Asset Management bought 1,674 Coca-Cola shares in Q1 2026, an estimated $127K.
  • Coca-Cola made up 2.48% of Papamarkou Wellner Asset Management's portfolio in Q1 2026, its #9 holding.
  • Papamarkou Wellner Asset Management first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q1 2026, filed 15 May 2026.