Regimen Wealth’s Coca-Cola KO Stock Holding History

Regimen 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 Q2	$833K	Buy	10,246 +71	+0.7%	+$5.61K	0.22%	43
2026 Q1	$774K	Hold	10,175	–	–	0.23%	43
2025 Q4	$711K	Buy	10,175 +151	+2%	+$10.5K	0.21%	45
2025 Q3	$665K	Buy	10,024 +72	+0.7%	+$4.96K	0.2%	45
2025 Q2	$704K	Buy	9,952 +71	+0.7%	+$5.06K	0.22%	43
2025 Q1	$708K	Hold	9,881	–	–	0.23%	36
2024 Q4	$615K	Buy	9,881 +140	+1%	+$9.14K	0.2%	38
2024 Q3	$700K	Buy	9,741 +74	+0.8%	+$5.07K	0.23%	36
2024 Q2	$615K	Sell	9,667 -286	-3%	-$17.7K	0.21%	37
2024 Q1	$609K	Sell	9,953 -1,792	-15%	-$108K	0.21%	39
2023 Q4	$587K	Buy	11,745 +1,949	+20%	+$111K	0.22%	37
2023 Q3	$548K	Buy	9,796 +74	+0.8%	+$4.44K	0.23%	37
2023 Q2	$585K	Sell	9,722 -5,057	-34%	-$315K	0.24%	36
2023 Q1	$599K	Buy	14,779 +9,300	+170%	+$563K	0.26%	33
2022 Q4	$349K	Buy	+5,479	New	+$331K	0.23%	37

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Regimen Wealth's KO Position: Q2 2026 in Review

Regimen Wealth increased its Coca-Cola (KO) stake by 0.7% in Q2 2026, buying an estimated $5.61K and bringing the position to 10,246 shares worth $833K. The position accounts for 0.22% of the portfolio, ranked #43.

Regimen Wealth first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 3,609 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Regimen Wealth held 10,246 shares of Coca-Cola worth $833K as of Q2 2026.
Regimen Wealth bought 71 Coca-Cola shares in Q2 2026, an estimated $5.61K.
Coca-Cola made up 0.22% of Regimen Wealth's portfolio in Q2 2026, its #43 holding.
Regimen Wealth first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
3,609 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.