Private Wealth Asset Management’s Coca-Cola KO Stock Holding History

Private Wealth Asset 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	$1.6M	Buy	20,986 +357	+2%	+$27K	0.17%	92
2025 Q4	$1.44M	Sell	20,629 -148	-0.7%	-$10.3K	0.16%	98
2025 Q3	$1.38M	Buy	20,777 +4	+0%	+$275	0.16%	92
2025 Q2	$1.47M	Sell	20,773 -1,657	-7%	-$118K	0.2%	83
2025 Q1	$1.61M	Buy	+22,430	New	+$1.5M	0.23%	75

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

Private Wealth Asset Management's KO Position: Q1 2026 in Review

Private Wealth Asset Management increased its Coca-Cola (KO) stake by 1.7% in Q1 2026, buying an estimated $27K and bringing the position to 20,986 shares worth $1.6M. The position accounts for 0.17% of the portfolio, ranked #92.

Private Wealth Asset Management first reported a position in KO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.61M in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Private Wealth Asset Management held 20,986 shares of Coca-Cola worth $1.6M as of Q1 2026.
Private Wealth Asset Management bought 357 Coca-Cola shares in Q1 2026, an estimated $27K.
Coca-Cola made up 0.17% of Private Wealth Asset Management's portfolio in Q1 2026, its #92 holding.
Private Wealth Asset Management first reported a position in Coca-Cola in Q1 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's Coca-Cola position peaked at $1.61M in Q1 2025.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.