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Reston Wealth Management’s Coca-Cola KO Stock Holding History

Reston Wealth Management’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 		$346K Sell
4,549
-98
-2% -$7.41K 0.11% 44
2025
Q4 		$325K Buy
4,647
+452
+11% +$31.5K 0.1% 42
2025
Q3 		$278K Sell
4,195
-240
-5% -$16.5K 0.09% 43
2025
Q2 		$314K Buy
4,435
+30
+0.7% +$2.14K 0.11% 39
2025
Q1 		$315K Buy
4,405
+390
+10% +$26K 0.13% 37
2024
Q4 		$250K Sell
4,015
-70
-2% -$4.57K 0.09% 42
2024
Q3 		$294K Buy
4,085
+28
+0.7% +$1.92K 0.11% 40
2024
Q2 		$258K Buy
4,057
+30
+0.7% +$1.86K 0.1% 43
2024
Q1 		$246K Hold
4,027
– – 0.1% 46
2023
Q4 		$237K Buy
4,027
+121
+3% +$6.87K 0.11% 46
2023
Q3 		$219K Buy
3,906
+179
+5% +$10.7K 0.11% 46
2023
Q2 		$224K Buy
3,727
+40
+1% +$2.49K 0.11% 44
2023
Q1 		$229K Hold
3,687
– – 0.12% 40
2022
Q4 		$235K Buy
3,687
+54
+1% +$3.26K 0.13% 42
2022
Q3 		$204K Sell
3,633
-369
-9% -$22.9K 0.12% 48
2022
Q2 		$252K Buy
4,002
+97
+2% +$6.15K 0.14% 49
2022
Q1 		$242K Sell
3,905
-300
-7% -$18.2K 0.12% 51
2021
Q4 		$249K Sell
4,205
-430
-9% -$23.9K 0.12% 47
2021
Q3 		$243K Buy
4,635
+360
+8% +$20.1K 0.13% 44
2021
Q2 		$231K Buy
4,275
+20
+0.5% +$1.09K 0.12% 48
2021
Q1 		$224K Buy
4,255
+219
+5% +$11K 0.12% 48
2020
Q4 		$221K Buy
+4,036
New +$209K 0.13% 43
2020
Q1 		– Sell
-4,430
Closed -$245K – 45
2019
Q4 		$245K Hold
4,430
– – 0.2% 40
2019
Q3 		$241K Buy
4,430
+492
+12% +$26.3K 0.22% 39
2019
Q2 		$201K Buy
+3,938
New +$193K 0.16% 51
2019
Q1 		– Sell
-4,288
Closed -$203K – 52
2018
Q4 		$203K Buy
+4,288
New +$205K 0.19% 45

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

Reston Wealth Management's KO Position: Q1 2026 in Review

Reston Wealth Management reduced its Coca-Cola (KO) stake by 2.1% in Q1 2026, selling an estimated $7.41K and leaving 4,549 shares worth $346K. The position accounts for 0.11% of the portfolio, ranked #44.

Reston Wealth Management first reported a position in KO in Q4 2018 and has held it in 26 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Reston Wealth Management held 4,549 shares of Coca-Cola worth $346K as of Q1 2026.
  • Reston Wealth Management sold 98 Coca-Cola shares in Q1 2026, an estimated $7.41K.
  • Coca-Cola made up 0.11% of Reston Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Reston Wealth Management first reported a position in Coca-Cola in Q4 2018 and has held it in 26 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Reston Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.