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Prevail Innovative Wealth Advisors’s Coca-Cola KO Stock Holding History

Prevail Innovative Wealth Advisors’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 		$2.19M Buy
+28,793
New +$2.18M 0.37% 95
2025
Q3 		– Sell
-66,191
Closed -$4.68M – 220
2025
Q2 		$4.68M Buy
+66,191
New +$4.72M 1.05% 27

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

Prevail Innovative Wealth Advisors's KO Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in Coca-Cola (KO) in Q1 2026: 28,793 shares worth $2.19M. The stake represents 0.37% of the portfolio and ranks #95 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in KO as recently as Q2 2025.

Prevail Innovative Wealth Advisors first reported a position in KO in Q2 2025 and has held it in 2 quarters since. The position peaked at $4.68M in Q2 2025. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Prevail Innovative Wealth Advisors held 28,793 shares of Coca-Cola worth $2.19M as of Q1 2026.
  • Coca-Cola was a new Prevail Innovative Wealth Advisors position in Q1 2026.
  • Coca-Cola made up 0.37% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #95 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Coca-Cola in Q2 2025 and has held it in 2 quarters since.
  • Prevail Innovative Wealth Advisors's Coca-Cola position peaked at $4.68M in Q2 2025.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.