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Parr McKnight Wealth Management Group’s Coca-Cola KO Stock Holding History

Parr McKnight Wealth Management Group’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 		$3.35M Buy
44,107
+36,681
+494% +$2.77M 0.44% 77
2025
Q4 		$519K Hold
7,426
– – 0.07% 183
2025
Q3 		$492K Buy
7,426
+50
+0.7% +$3.44K 0.06% 184
2025
Q2 		$522K Sell
7,376
-49
-0.7% -$3.49K 0.07% 182
2025
Q1 		$532K Hold
7,425
– – 0.08% 182
2024
Q4 		$462K Buy
+7,425
New +$485K 0.07% 182

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

Parr McKnight Wealth Management Group's KO Position: Q1 2026 in Review

Parr McKnight Wealth Management Group increased its Coca-Cola (KO) stake by 494% in Q1 2026, buying an estimated $2.77M and bringing the position to 44,107 shares worth $3.35M. The position accounts for 0.44% of the portfolio, ranked #77.

Parr McKnight Wealth Management Group first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Parr McKnight Wealth Management Group held 44,107 shares of Coca-Cola worth $3.35M as of Q1 2026.
  • Parr McKnight Wealth Management Group bought 36,681 Coca-Cola shares in Q1 2026, an estimated $2.77M.
  • Coca-Cola made up 0.44% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #77 holding.
  • Parr McKnight Wealth Management Group first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.