Red Wave Investments’s Coca-Cola KO Stock Holding History

Red Wave Investments’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	$318K	Sell	4,178 -25	-0.6%	-$1.89K	0.09%	82
2025 Q4	$294K	Buy	4,203 +5	+0.1%	+$349	0.09%	83
2025 Q3	$278K	Sell	4,198 -110	-3%	-$7.57K	0.09%	88
2025 Q2	$305K	Buy	4,308 +10	+0.2%	+$712	0.1%	80
2025 Q1	$308K	Buy	4,298 +3	+0.1%	+$200	0.11%	74
2024 Q4	$267K	Sell	4,295 -1,479	-26%	-$96.5K	0.09%	80
2024 Q3	$415K	Buy	5,774 +86	+2%	+$5.89K	0.14%	65
2024 Q2	$362K	Buy	5,688 +15	+0.3%	+$929	0.13%	68
2024 Q1	$347K	Buy	5,673 +81	+1%	+$4.87K	0.13%	71
2023 Q4	$330K	Buy	5,592 +124	+2%	+$7.04K	0.13%	70
2023 Q3	$306K	Buy	5,468 +1	+0%	+$60	0.13%	71
2023 Q2	$329K	Buy	5,467 +56	+1%	+$3.48K	0.13%	72
2023 Q1	$336K	Buy	5,411 +165	+3%	+$9.99K	0.14%	68
2022 Q4	$334K	Sell	5,246 -1,881	-26%	-$114K	0.14%	69
2022 Q3	$399K	Buy	7,127 +49	+0.7%	+$3.04K	0.17%	63
2022 Q2	$445K	Sell	7,078 -301	-4%	-$19.1K	0.18%	63
2022 Q1	$457K	Buy	7,379 +1,713	+30%	+$104K	0.16%	64
2021 Q4	$335K	Buy	5,666 +2	+0%	+$111	0.11%	68
2021 Q3	$297K	Buy	5,664 +1	+0%	+$56	0.11%	73
2021 Q2	$306K	Buy	5,663 +57	+1%	+$3.1K	0.11%	71
2021 Q1	$296K	Buy	5,606 +940	+20%	+$47.3K	0.12%	71
2020 Q4	$256K	Buy	+4,666	New	+$241K	0.11%	69

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Red Wave Investments's KO Position: Q1 2026 in Review

Red Wave Investments reduced its Coca-Cola (KO) stake by 0.59% in Q1 2026, selling an estimated $1.89K and leaving 4,178 shares worth $318K. The position accounts for 0.09% of the portfolio, ranked #82.

Red Wave Investments first reported a position in KO in Q4 2020 and has held it in 22 quarters since. The position peaked at $457K in Q1 2022. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Red Wave Investments held 4,178 shares of Coca-Cola worth $318K as of Q1 2026.
Red Wave Investments sold 25 Coca-Cola shares in Q1 2026, an estimated $1.89K.
Coca-Cola made up 0.09% of Red Wave Investments's portfolio in Q1 2026, its #82 holding.
Red Wave Investments first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
Red Wave Investments's Coca-Cola position peaked at $457K in Q1 2022.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Red Wave Investments's 13F filing for Q1 2026, filed 8 May 2026.