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Philip James Wealth Mangement’s Coca-Cola KO Stock Holding History

Philip James Wealth Mangement’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 		$4.07M Sell
53,507
-1,160
-2% -$87.7K 0.47% 43
2025
Q4 		$3.82M Sell
54,667
-911
-2% -$63.5K 0.44% 50
2025
Q3 		$3.69M Sell
55,578
-4,237
-7% -$292K 0.43% 51
2025
Q2 		$4.23M Sell
59,815
-8,965
-13% -$639K 0.54% 42
2025
Q1 		$4.93M Buy
68,780
+45
+0.1% +$3K 0.6% 41
2024
Q4 		$4.28M Sell
68,735
-2,386
-3% -$156K 0.55% 44
2024
Q3 		$5.11M Buy
+71,121
New +$4.87M 0.63% 40

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

Philip James Wealth Mangement's KO Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Coca-Cola (KO) stake by 2.1% in Q1 2026, selling an estimated $87.7K and leaving 53,507 shares worth $4.07M. The position accounts for 0.47% of the portfolio, ranked #43.

Philip James Wealth Mangement first reported a position in KO in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.11M in Q3 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Philip James Wealth Mangement held 53,507 shares of Coca-Cola worth $4.07M as of Q1 2026.
  • Philip James Wealth Mangement sold 1,160 Coca-Cola shares in Q1 2026, an estimated $87.7K.
  • Coca-Cola made up 0.47% of Philip James Wealth Mangement's portfolio in Q1 2026, its #43 holding.
  • Philip James Wealth Mangement first reported a position in Coca-Cola in Q3 2024 and has held it in 7 quarters since.
  • Philip James Wealth Mangement's Coca-Cola position peaked at $5.11M in Q3 2024.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.