Paulson Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $336K | Sell |
4,422
-602
| -12% | -$45.5K | 0.08% | 95 |
|
|
2025
Q4 | $351K | Sell |
5,024
-1,058
| -17% | -$73.8K | 0.08% | 98 |
|
|
2025
Q3 | $403K | Sell |
6,082
-691
| -10% | -$47.6K | 0.1% | 96 |
|
|
2025
Q2 | $479K | Buy |
6,773
+149
| +2% | +$10.6K | 0.12% | 84 |
|
|
2025
Q1 | $474K | Sell |
6,624
-97
| -1% | -$6.48K | 0.13% | 73 |
|
|
2024
Q4 | $418K | Buy |
6,721
+514
| +8% | +$33.6K | 0.11% | 88 |
|
|
2024
Q3 | $446K | Sell |
6,207
-35
| -0.6% | -$2.4K | 0.12% | 93 |
|
|
2024
Q2 | $397K | Sell |
6,242
-571
| -8% | -$35.3K | 0.12% | 91 |
|
|
2024
Q1 | $417K | Buy |
6,813
+40
| +0.6% | +$2.4K | 0.12% | 90 |
|
|
2023
Q4 | $399K | Buy |
6,773
+253
| +4% | +$14.4K | 0.13% | 88 |
|
|
2023
Q3 | $365K | Buy |
6,520
+266
| +4% | +$16K | 0.13% | 87 |
|
|
2023
Q2 | $377K | Buy |
6,254
+1,282
| +26% | +$79.8K | 0.13% | 85 |
|
|
2023
Q1 | $308K | Sell |
4,972
-104
| -2% | -$6.3K | 0.14% | 63 |
|
|
2022
Q4 | $323K | Hold |
5,076
| – | – | 0.16% | 60 |
|
|
2022
Q3 | $284K | Sell |
5,076
-3,304
| -39% | -$205K | 0.15% | 55 |
|
|
2022
Q2 | $527K | Buy |
8,380
+272
| +3% | +$17.2K | 0.28% | 32 |
|
|
2022
Q1 | $503K | Sell |
8,108
-161
| -2% | -$9.79K | 0.23% | 39 |
|
|
2021
Q4 | $490K | Sell |
8,269
-178
| -2% | -$9.91K | 0.22% | 44 |
|
|
2021
Q3 | $443K | Sell |
8,447
-63
| -0.7% | -$3.51K | 0.21% | 60 |
|
|
2021
Q2 | $460K | Sell |
8,510
-167
| -2% | -$9.09K | 0.22% | 58 |
|
|
2021
Q1 | $463K | Buy |
8,677
+810
| +10% | +$40.8K | 0.23% | 56 |
|
|
2020
Q4 | $431K | Buy |
7,867
+855
| +12% | +$44.2K | 0.25% | 51 |
|
|
2020
Q3 | $346K | Sell |
7,012
-355
| -5% | -$17.1K | 0.22% | 60 |
|
|
2020
Q2 | $329K | Buy |
7,367
+715
| +11% | +$32.9K | 0.23% | 64 |
|
|
2020
Q1 | $317K | Sell |
6,652
-613
| -8% | -$33.1K | 0.24% | 63 |
|
|
2019
Q4 | $414K | Buy |
7,265
+131
| +2% | +$7.04K | 0.29% | 66 |
|
|
2019
Q3 | $388K | Buy |
7,134
+243
| +4% | +$13K | 0.29% | 63 |
|
|
2019
Q2 | $374K | Buy |
6,891
+269
| +4% | +$13.2K | 0.28% | 67 |
|
|
2019
Q1 | $310K | Buy |
6,622
+208
| +3% | +$9.73K | 0.24% | 91 |
|
|
2018
Q4 | $306K | Buy |
+6,414
| New | +$307K | 0.25% | 87 |
|
|
2018
Q1 | – | Sell |
-3,646
| Closed | -$167K | – | 337 |
|
|
2017
Q4 | $167K | Buy |
+3,646
| New | +$168K | 0.15% | 123 |
|
Other funds holding KO
VCM
VPM
Paulson Wealth Management's KO Position: Q1 2026 in Review
Paulson Wealth Management reduced its Coca-Cola (KO) stake by 12% in Q1 2026, selling an estimated $45.5K and leaving 4,422 shares worth $336K. The position accounts for 0.08% of the portfolio, ranked #95.
Paulson Wealth Management first reported a position in KO in Q4 2017 and has held it in 31 quarters since. The position peaked at $527K in Q2 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Paulson Wealth Management held 4,422 shares of Coca-Cola worth $336K as of Q1 2026.
- Paulson Wealth Management sold 602 Coca-Cola shares in Q1 2026, an estimated $45.5K.
- Coca-Cola made up 0.08% of Paulson Wealth Management's portfolio in Q1 2026, its #95 holding.
- Paulson Wealth Management first reported a position in Coca-Cola in Q4 2017 and has held it in 31 quarters since.
- Paulson Wealth Management's Coca-Cola position peaked at $527K in Q2 2022.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.