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

Prestige 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
Q2 		$1.27M Buy
15,495
+4,429
+40% +$350K 0.23% 62
2026
Q1 		$847K Buy
11,066
+15
+0.1% +$1.13K 0.17% 75
2025
Q4 		$773K Buy
11,051
+5
+0% +$349 0.15% 78
2025
Q3 		$738K Buy
11,046
+41
+0.4% +$2.82K 0.14% 81
2025
Q2 		$784K Sell
11,005
-708
-6% -$50.4K 0.16% 73
2025
Q1 		$845K Buy
11,713
+196
+2% +$13.1K 0.18% 65
2024
Q4 		$717K Buy
11,517
+704
+7% +$46K 0.15% 74
2024
Q3 		$782K Buy
10,813
+394
+4% +$27K 0.16% 72
2024
Q2 		$668K Buy
10,419
+810
+8% +$50.1K 0.14% 70
2024
Q1 		$593K Sell
9,609
-838
-8% -$50.3K 0.13% 78
2023
Q4 		$616K Sell
10,447
-9,333
-47% -$530K 0.14% 73
2023
Q3 		$1.12M Buy
19,780
+536
+3% +$32.1K 0.28% 51
2023
Q2 		$1.17M Sell
19,244
-20,371
-51% -$1.27M 0.28% 48
2023
Q1 		$2.47M Buy
39,615
+19,995
+102% +$1.21M 0.62% 31
2022
Q4 		$1.25M Sell
19,620
-16,503
-46% -$996K 0.33% 45
2022
Q3 		$2.04M Buy
36,123
+3,085
+9% +$192K 0.57% 33
2022
Q2 		$2.09M Buy
33,038
+1,589
+5% +$101K 0.57% 33
2022
Q1 		$1.95M Buy
31,449
+20,237
+180% +$1.23M 0.48% 37
2021
Q4 		$664K Buy
11,212
+4,314
+63% +$240K 0.16% 66
2021
Q3 		$362K Buy
6,898
+1,676
+32% +$93.4K 0.09% 88
2021
Q2 		$283K Buy
5,222
+2,045
+64% +$111K 0.08% 104
2021
Q1 		$167K Buy
3,177
+1
+0% +$50 0.05% 135
2020
Q4 		$174K Sell
3,176
-661
-17% -$34.2K 0.05% 129
2020
Q3 		$189K Buy
3,837
+398
+12% +$19.1K 0.06% 121
2020
Q2 		$154K Buy
3,439
+145
+4% +$6.68K 0.05% 117
2020
Q1 		$145K Buy
3,294
+1,584
+93% +$85.5K 0.06% 95
2019
Q4 		$95K Buy
1,710
+114
+7% +$6.13K 0.05% 168
2019
Q3 		$87K Buy
1,596
+128
+9% +$6.85K 0.05% 161
2019
Q2 		$75K Buy
1,468
+100
+7% +$4.9K 0.05% 170
2019
Q1 		$64K Sell
1,368
-1,490
-52% -$69.7K 0.04% 178
2018
Q4 		$135K Buy
+2,858
New +$137K 0.1% 127

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 $3.38T AUM 44.17% 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

Prestige Wealth Management Group's KO Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Coca-Cola (KO) stake by 40% in Q2 2026, buying an estimated $350K and bringing the position to 15,495 shares worth $1.27M. The position accounts for 0.23% of the portfolio, ranked #62.

Prestige Wealth Management Group first reported a position in KO in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.47M in Q1 2023. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Prestige Wealth Management Group held 15,495 shares of Coca-Cola worth $1.27M as of Q2 2026.
  • Prestige Wealth Management Group bought 4,429 Coca-Cola shares in Q2 2026, an estimated $350K.
  • Coca-Cola made up 0.23% of Prestige Wealth Management Group's portfolio in Q2 2026, its #62 holding.
  • Prestige Wealth Management Group first reported a position in Coca-Cola in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Coca-Cola position peaked at $2.47M in Q1 2023.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.