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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
Q2 		$629K Buy
7,739
+1,478
+24% +$117K 0.06% 243
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Quadcap Wealth Management increased its Coca-Cola (KO) stake by 24% in Q2 2026, buying an estimated $117K and bringing the position to 7,739 shares worth $629K. The position accounts for 0.06% of the portfolio, ranked #243.

Quadcap Wealth Management first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Quadcap Wealth Management held 7,739 shares of Coca-Cola worth $629K as of Q2 2026.
  • Quadcap Wealth Management bought 1,478 Coca-Cola shares in Q2 2026, an estimated $117K.
  • Coca-Cola made up 0.06% of Quadcap Wealth Management's portfolio in Q2 2026, its #243 holding.
  • Quadcap Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.