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

Power 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	$275K	Buy	3,622 +553	+18%	+$41.8K	0.1%	80
2025 Q4	$215K	Sell	3,069 -65	-2%	-$4.53K	0.08%	88
2025 Q3	$208K	Sell	3,134 -28	-0.9%	-$1.93K	0.08%	86
2025 Q2	$224K	Sell	3,162 -41	-1%	-$2.92K	0.09%	88
2025 Q1	$229K	Sell	3,203 -280	-8%	-$18.7K	0.09%	78
2024 Q4	$217K	Sell	3,483 -89	-2%	-$5.81K	0.09%	86
2024 Q3	$257K	Sell	3,572 -120	-3%	-$8.22K	0.11%	80
2024 Q2	$235K	Sell	3,692 -11,823	-76%	-$732K	0.11%	89
2024 Q1	$949K	Buy	15,515 +9,648	+164%	+$580K	0.6%	34
2023 Q4	$346K	Buy	+5,867	New	+$333K	0.24%	69

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Power Wealth Management increased its Coca-Cola (KO) stake by 18% in Q1 2026, buying an estimated $41.8K and bringing the position to 3,622 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #80.

Power Wealth Management first reported a position in KO in Q4 2023 and has held it in 10 quarters since. The position peaked at $949K in Q1 2024. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Power Wealth Management held 3,622 shares of Coca-Cola worth $275K as of Q1 2026.
Power Wealth Management bought 553 Coca-Cola shares in Q1 2026, an estimated $41.8K.
Coca-Cola made up 0.1% of Power Wealth Management's portfolio in Q1 2026, its #80 holding.
Power Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
Power Wealth Management's Coca-Cola position peaked at $949K in Q1 2024.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.