Reicon Wealth Advisors’s Coca-Cola KO Stock Holding History

Reicon Wealth Advisors’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	$335K	Buy	4,125 +723	+21%	+$57.1K	0.21%	36
2026 Q1	$259K	Buy	+3,402	New	+$257K	0.2%	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

Reicon Wealth Advisors's KO Position: Q2 2026 in Review

Reicon Wealth Advisors increased its Coca-Cola (KO) stake by 21% in Q2 2026, buying an estimated $57.1K and bringing the position to 4,125 shares worth $335K. The position accounts for 0.21% of the portfolio, ranked #36.

Reicon Wealth Advisors first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Reicon Wealth Advisors held 4,125 shares of Coca-Cola worth $335K as of Q2 2026.
Reicon Wealth Advisors bought 723 Coca-Cola shares in Q2 2026, an estimated $57.1K.
Coca-Cola made up 0.21% of Reicon Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Reicon Wealth Advisors first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Reicon Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.