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Rede Wealth’s Coca-Cola KO Stock Holding History

Rede Wealth’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 		$404K Hold
5,317
– – 0.15% 70
2025
Q4 		$372K Sell
5,317
-11,557
-68% -$806K 0.13% 70
2025
Q3 		$1.13M Buy
16,874
+11,257
+200% +$775K 0.89% 25
2025
Q2 		$397K Hold
5,617
– – 0.14% 70
2025
Q1 		$402K Sell
5,617
-90
-2% -$6.01K 0.14% 67
2024
Q4 		$355K Buy
5,707
+300
+6% +$19.6K 0.14% 71
2024
Q3 		$389K Sell
5,407
-400
-7% -$27.4K 0.15% 69
2024
Q2 		$370K Hold
5,807
– – 0.34% 65
2024
Q1 		$355K Buy
5,807
+400
+7% +$24K 0.15% 65
2023
Q4 		$319K Hold
5,407
– – 0.15% 67
2023
Q3 		$303K Sell
5,407
-610
-10% -$36.6K 0.15% 61
2023
Q2 		$362K Sell
6,017
-500
-8% -$31.1K 0.17% 62
2023
Q1 		$404K Hold
6,517
– – 0.21% 58
2022
Q4 		$415K Buy
6,517
+3
+0% +$181 0.22% 54
2022
Q3 		$365K Hold
6,514
– – 0.22% 57
2022
Q2 		$410K Hold
6,514
– – 0.24% 58
2022
Q1 		$404K Sell
6,514
-90
-1% -$5.47K 0.19% 66
2021
Q4 		$391K Sell
6,604
-100
-1% -$5.57K 0.2% 67
2021
Q3 		$352K Buy
6,704
+100
+2% +$5.57K 0.19% 76
2021
Q2 		$357K Hold
6,604
– – 0.19% 75
2021
Q1 		$348K Buy
6,604
+500
+8% +$25.2K 0.2% 75
2020
Q4 		$335K Buy
+6,104
New +$316K 0.23% 64

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

Rede Wealth's KO Position: Q1 2026 in Review

Rede Wealth held its Coca-Cola (KO) position steady in Q1 2026 at 5,317 shares worth $404K. The position accounts for 0.15% of the portfolio, ranked #70.

Rede Wealth first reported a position in KO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.13M in Q3 2025. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Rede Wealth held 5,317 shares of Coca-Cola worth $404K as of Q1 2026.
  • Rede Wealth left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.15% of Rede Wealth's portfolio in Q1 2026, its #70 holding.
  • Rede Wealth first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
  • Rede Wealth's Coca-Cola position peaked at $1.13M in Q3 2025.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.