QWM
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Quadcap Wealth Management’s Coca-Cola KO Stock Holding History

Quadcap 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
Q1 		$476K Buy
6,261
+24
+0.4% +$1.81K 0.05% 262
2025
Q4 		$436K Sell
6,237
-510
-8% -$35.6K 0.05% 287
2025
Q3 		$447K Sell
6,747
-236
-3% -$16.2K 0.05% 286
2025
Q2 		$494K Sell
6,983
-143
-2% -$10.2K 0.06% 258
2025
Q1 		$510K Sell
7,126
-89
-1% -$5.94K 0.07% 230
2024
Q4 		$449K Sell
7,215
-752
-9% -$49.1K 0.07% 255
2024
Q3 		$572K Buy
7,967
+695
+10% +$47.6K 0.09% 227
2024
Q2 		$463K Buy
7,272
+527
+8% +$32.6K 0.08% 252
2024
Q1 		$413K Buy
6,745
+589
+10% +$35.4K 0.09% 234
2023
Q4 		$363K Buy
+6,156
New +$350K 0.09% 248

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

Quadcap Wealth Management's KO Position: Q1 2026 in Review

Quadcap Wealth Management increased its Coca-Cola (KO) stake by 0.38% in Q1 2026, buying an estimated $1.81K and bringing the position to 6,261 shares worth $476K. The position accounts for 0.05% of the portfolio, ranked #262.

Quadcap Wealth Management first reported a position in KO in Q4 2023 and has held it in 10 quarters since. The position peaked at $572K in Q3 2024. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Quadcap Wealth Management held 6,261 shares of Coca-Cola worth $476K as of Q1 2026.
  • Quadcap Wealth Management bought 24 Coca-Cola shares in Q1 2026, an estimated $1.81K.
  • Coca-Cola made up 0.05% of Quadcap Wealth Management's portfolio in Q1 2026, its #262 holding.
  • Quadcap Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • Quadcap Wealth Management's Coca-Cola position peaked at $572K in Q3 2024.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.