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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
Q2 		$294K Hold
3,622
– – 0.1% 95
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
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Power Wealth Management's KO Position: Q2 2026 in Review

Power Wealth Management held its Coca-Cola (KO) position steady in Q2 2026 at 3,622 shares worth $294K. The position accounts for 0.1% of the portfolio, ranked #95.

Power Wealth Management first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $949K in Q1 2024. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Power Wealth Management held 3,622 shares of Coca-Cola worth $294K as of Q2 2026.
  • Power Wealth Management left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.1% of Power Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Power Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • Power Wealth Management's Coca-Cola position peaked at $949K in Q1 2024.
  • 3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.