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Prosperity Consulting Group’s Coca-Cola KO Stock Holding History

Prosperity Consulting 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
Q1 		$5.73M Sell
75,280
-2,751
-4% -$208K 0.25% 72
2025
Q4 		$5.46M Sell
78,031
-2,493
-3% -$174K 0.25% 76
2025
Q3 		$5.34M Buy
80,524
+40,902
+103% +$2.82M 0.26% 74
2025
Q2 		$2.8M Buy
39,622
+188
+0.5% +$13.4K 0.2% 109
2025
Q1 		$2.82M Sell
39,434
-1,110
-3% -$74.1K 0.22% 107
2024
Q4 		$2.52M Sell
40,544
-773
-2% -$50.5K 0.19% 120
2024
Q3 		$2.97M Buy
41,317
+19,825
+92% +$1.36M 0.23% 103
2024
Q2 		$1.37M Sell
21,492
-1,498
-7% -$92.7K 0.19% 114
2024
Q1 		$1.41M Buy
22,990
+1,055
+5% +$63.4K 0.18% 120
2023
Q4 		$1.29M Buy
21,935
+3,896
+22% +$221K 0.43% 53
2023
Q3 		$1.01M Buy
18,039
+4,411
+32% +$265K 0.46% 55
2023
Q2 		$821K Sell
13,628
-409
-3% -$25.4K 0.5% 45
2023
Q1 		$871K Sell
14,037
-46
-0.3% -$2.79K 0.55% 45
2022
Q4 		$896K Buy
14,083
+302
+2% +$18.2K 0.6% 42
2022
Q3 		$772K Sell
13,781
-95
-0.7% -$5.9K 0.63% 38
2022
Q2 		$873K Buy
13,876
+109
+0.8% +$6.91K 0.76% 33
2022
Q1 		$854K Buy
13,767
+56
+0.4% +$3.41K 0.63% 41
2021
Q4 		$839K Buy
+13,711
New +$763K 0.63% 41

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

Prosperity Consulting Group's KO Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Coca-Cola (KO) stake by 3.5% in Q1 2026, selling an estimated $208K and leaving 75,280 shares worth $5.73M. The position accounts for 0.25% of the portfolio, ranked #72.

Prosperity Consulting Group first reported a position in KO in Q4 2021 and has held it in 18 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Prosperity Consulting Group held 75,280 shares of Coca-Cola worth $5.73M as of Q1 2026.
  • Prosperity Consulting Group sold 2,751 Coca-Cola shares in Q1 2026, an estimated $208K.
  • Coca-Cola made up 0.25% of Prosperity Consulting Group's portfolio in Q1 2026, its #72 holding.
  • Prosperity Consulting Group first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.