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Resolute Wealth Strategies’s Coca-Cola KO Stock Holding History

Resolute Wealth Strategies’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 		$586K Buy
7,704
+1,393
+22% +$105K 0.25% 54
2025
Q4 		$441K Buy
6,311
+201
+3% +$14K 0.19% 67
2025
Q3 		$405K Buy
6,110
+1
+0% +$69 0.19% 75
2025
Q2 		$432K Hold
6,109
– – 0.23% 68
2025
Q1 		$438K Sell
6,109
-60
-1% -$4.01K 0.24% 60
2024
Q4 		$384K Buy
6,169
+1
+0% +$65 0.2% 65
2024
Q3 		$443K Sell
6,168
-498
-7% -$34.1K 0.23% 61
2024
Q2 		$424K Sell
6,666
-447
-6% -$27.7K 0.24% 57
2024
Q1 		$435K Sell
7,113
-690
-9% -$41.4K 0.26% 59
2023
Q4 		$460K Buy
7,803
+39
+0.5% +$2.21K 0.31% 50
2023
Q3 		$435K Sell
7,764
-209
-3% -$12.5K 0.33% 50
2023
Q2 		$480K Buy
7,973
+4
+0.1% +$249 0.37% 45
2023
Q1 		$494K Buy
+7,969
New +$482K 0.42% 41

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

Resolute Wealth Strategies's KO Position: Q1 2026 in Review

Resolute Wealth Strategies increased its Coca-Cola (KO) stake by 22% in Q1 2026, buying an estimated $105K and bringing the position to 7,704 shares worth $586K. The position accounts for 0.25% of the portfolio, ranked #54.

Resolute Wealth Strategies first reported a position in KO in Q1 2023 and has held it in 13 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Resolute Wealth Strategies held 7,704 shares of Coca-Cola worth $586K as of Q1 2026.
  • Resolute Wealth Strategies bought 1,393 Coca-Cola shares in Q1 2026, an estimated $105K.
  • Coca-Cola made up 0.25% of Resolute Wealth Strategies's portfolio in Q1 2026, its #54 holding.
  • Resolute Wealth Strategies first reported a position in Coca-Cola in Q1 2023 and has held it in 13 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Resolute Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.