Provident Wealth Management’s Coca-Cola KO Stock Holding History

Provident 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	$565K	Hold	6,957	–	–	0.15%	46
2026 Q1	$529K	Hold	6,957	–	–	0.16%	42
2025 Q4	$486K	Hold	6,957	–	–	0.14%	47
2025 Q3	$461K	Hold	6,957	–	–	0.14%	48
2025 Q2	$492K	Hold	6,957	–	–	0.16%	43
2025 Q1	$498K	Hold	6,957	–	–	0.17%	44
2024 Q4	$433K	Hold	6,957	–	–	0.14%	52
2024 Q3	$500K	Buy	6,957 +140	+2%	+$9.59K	0.17%	49
2024 Q2	$434K	Hold	6,817	–	–	0.16%	50
2024 Q1	$417K	Hold	6,817	–	–	0.16%	48
2023 Q4	$402K	Hold	6,817	–	–	0.18%	44
2023 Q3	$382K	Sell	6,817 -165	-2%	-$9.9K	0.19%	43
2023 Q2	$420K	Sell	6,982 -152	-2%	-$9.46K	0.21%	42
2023 Q1	$443K	Buy	7,134 +48	+0.7%	+$2.91K	0.23%	39
2022 Q4	$451K	Sell	7,086 -8	-0.1%	-$483	0.26%	37
2022 Q3	$397K	Hold	7,094	–	–	0.24%	37
2022 Q2	$446K	Buy	7,094 +74	+1%	+$4.69K	0.28%	35
2022 Q1	$435K	Buy	7,020 +53	+0.8%	+$3.22K	0.26%	44
2021 Q4	$413K	Hold	6,967	–	–	0.27%	41
2021 Q3	$366K	Hold	6,967	–	–	0.28%	42
2021 Q2	$377K	Hold	6,967	–	–	0.32%	40
2021 Q1	$367K	Sell	6,967 -34	-0.5%	-$1.71K	0.41%	39
2020 Q4	$384K	Sell	7,001 -7	-0.1%	-$362	0.45%	30
2020 Q3	$346K	Hold	7,008	–	–	0.4%	29
2020 Q2	$313K	Sell	7,008 -84	-1%	-$3.87K	0.34%	30
2020 Q1	$314K	Hold	7,092	–	–	0.38%	35
2019 Q4	$393K	Buy	+7,092	New	+$381K	0.35%	36

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Provident Wealth Management held its Coca-Cola (KO) position steady in Q2 2026 at 6,957 shares worth $565K. The position accounts for 0.15% of the portfolio, ranked #46.

Provident Wealth Management first reported a position in KO in Q4 2019 and has held it in 27 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Provident Wealth Management held 6,957 shares of Coca-Cola worth $565K as of Q2 2026.
Provident Wealth Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.15% of Provident Wealth Management's portfolio in Q2 2026, its #46 holding.
Provident Wealth Management first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.