Q1WB
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Quest 10 Wealth Builders’s Coca-Cola KO Stock Holding History

Quest 10 Wealth Builders’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 		$82.4K Sell
1,014
-5
-0.5% -$395 0.06% 158
2026
Q1 		$77.5K Sell
1,019
-6
-0.6% -$454 0.07% 164
2025
Q4 		$71.7K Sell
1,025
-40
-4% -$2.79K 0.06% 161
2025
Q3 		$70.6K Sell
1,065
-93
-8% -$6.4K 0.07% 152
2025
Q2 		$81.9K Sell
1,158
-5
-0.4% -$356 0.08% 144
2025
Q1 		$83.3K Buy
1,163
+23
+2% +$1.54K 0.09% 131
2024
Q4 		$71K Buy
+1,140
New +$74.4K 0.07% 150

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

Quest 10 Wealth Builders's KO Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Coca-Cola (KO) stake by 0.49% in Q2 2026, selling an estimated $395 and leaving 1,014 shares worth $82.4K. The position accounts for 0.06% of the portfolio, ranked #158.

Quest 10 Wealth Builders first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $83.3K in Q1 2025. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Quest 10 Wealth Builders held 1,014 shares of Coca-Cola worth $82.4K as of Q2 2026.
  • Quest 10 Wealth Builders sold 5 Coca-Cola shares in Q2 2026, an estimated $395.
  • Coca-Cola made up 0.06% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #158 holding.
  • Quest 10 Wealth Builders first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • Quest 10 Wealth Builders's Coca-Cola position peaked at $83.3K in Q1 2025.
  • 3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.