Quadrant Private Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $878K | Buy |
11,465
+1,534
| +15% | +$116K | 0.14% | 129 |
|
|
2025
Q4 | $694K | Buy |
9,931
+550
| +6% | +$38.3K | 0.11% | 142 |
|
|
2025
Q3 | $627K | Buy |
9,381
+318
| +4% | +$21.9K | 0.11% | 142 |
|
|
2025
Q2 | $646K | Buy |
9,063
+357
| +4% | +$25.4K | 0.13% | 130 |
|
|
2025
Q1 | $628K | Buy |
8,706
+895
| +11% | +$59.8K | 0.16% | 119 |
|
|
2024
Q4 | $486K | Sell |
7,811
-244
| -3% | -$15.9K | 0.12% | 148 |
|
|
2024
Q3 | $583K | Sell |
8,055
-129
| -2% | -$8.83K | 0.14% | 133 |
|
|
2024
Q2 | $525K | Sell |
8,184
-388
| -5% | -$24K | 0.12% | 144 |
|
|
2024
Q1 | $528K | Sell |
8,572
-660
| -7% | -$39.6K | 0.13% | 132 |
|
|
2023
Q4 | $544K | Sell |
9,232
-2,486
| -21% | -$141K | 0.15% | 124 |
|
|
2023
Q3 | $661K | Sell |
11,718
-1,023
| -8% | -$61.4K | 0.22% | 92 |
|
|
2023
Q2 | $773K | Sell |
12,741
-821
| -6% | -$51.1K | 0.22% | 99 |
|
|
2023
Q1 | $848K | Sell |
13,562
-402
| -3% | -$24.3K | 0.26% | 87 |
|
|
2022
Q4 | $888K | Buy |
+13,964
| New | +$843K | 0.3% | 86 |
|
|
2022
Q2 | $788K | Sell |
12,445
-1,589
| -11% | -$101K | 0.32% | 71 |
|
|
2022
Q1 | $876K | Sell |
14,034
-2,286
| -14% | -$139K | 0.33% | 76 |
|
|
2021
Q4 | $966K | Buy |
16,320
+1,553
| +11% | +$86.5K | 0.36% | 72 |
|
|
2021
Q3 | $775K | Sell |
14,767
-167
| -1% | -$9.31K | 0.32% | 77 |
|
|
2021
Q2 | $808K | Sell |
14,934
-271
| -2% | -$14.7K | 0.33% | 73 |
|
|
2021
Q1 | $801K | Buy |
15,205
+396
| +3% | +$19.9K | 0.35% | 73 |
|
|
2020
Q4 | $812K | Sell |
14,809
-2,075
| -12% | -$107K | 0.36% | 71 |
|
|
2020
Q3 | $834K | Buy |
16,884
+232
| +1% | +$11.2K | 0.42% | 66 |
|
|
2020
Q2 | $744K | Buy |
16,652
+8,584
| +106% | +$395K | 0.43% | 60 |
|
|
2020
Q1 | $357K | Buy |
8,068
+2,286
| +40% | +$123K | 0.3% | 79 |
|
|
2019
Q4 | $320K | Sell |
5,782
-903
| -14% | -$48.5K | 0.29% | 81 |
|
|
2019
Q3 | $364K | Buy |
6,685
+211
| +3% | +$11.3K | 0.33% | 69 |
|
|
2019
Q2 | $330K | Buy |
6,474
+116
| +2% | +$5.68K | 0.3% | 76 |
|
|
2019
Q1 | $298K | Sell |
6,358
-156
| -2% | -$7.3K | 0.27% | 77 |
|
|
2018
Q4 | $308K | Buy |
6,514
+1,488
| +30% | +$71.2K | 0.33% | 73 |
|
|
2018
Q3 | $232K | Buy |
5,026
+55
| +1% | +$2.51K | 0.2% | 86 |
|
|
2018
Q2 | $218K | Sell |
4,971
-2,265
| -31% | -$97.8K | 0.21% | 86 |
|
|
2018
Q1 | $314K | Buy |
7,236
+1,136
| +19% | +$51K | 0.41% | 58 |
|
|
2017
Q4 | $280K | Buy |
+6,100
| New | +$280K | 0.29% | 71 |
|
Other funds holding KO
VCM
VPM
Quadrant Private Wealth Management's KO Position: Q1 2026 in Review
Quadrant Private Wealth Management increased its Coca-Cola (KO) stake by 15% in Q1 2026, buying an estimated $116K and bringing the position to 11,465 shares worth $878K. The position accounts for 0.14% of the portfolio, ranked #129.
Quadrant Private Wealth Management first reported a position in KO in Q4 2017 and has held it in 33 quarters since. The position peaked at $966K in Q4 2021. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Quadrant Private Wealth Management held 11,465 shares of Coca-Cola worth $878K as of Q1 2026.
- Quadrant Private Wealth Management bought 1,534 Coca-Cola shares in Q1 2026, an estimated $116K.
- Coca-Cola made up 0.14% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #129 holding.
- Quadrant Private Wealth Management first reported a position in Coca-Cola in Q4 2017 and has held it in 33 quarters since.
- Quadrant Private Wealth Management's Coca-Cola position peaked at $966K in Q4 2021.
- 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.