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 Q2	$374K	Buy	4,597 +48	+1%	+$3.79K	0.1%	46
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 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 $3.38T AUM 44.17% 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

Reston Wealth Management's KO Position: Q2 2026 in Review

Reston Wealth Management increased its Coca-Cola (KO) stake by 1.1% in Q2 2026, buying an estimated $3.79K and bringing the position to 4,597 shares worth $374K. The position accounts for 0.1% of the portfolio, ranked #46.

Reston Wealth Management first reported a position in KO in Q4 2018 and has held it in 27 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Reston Wealth Management held 4,597 shares of Coca-Cola worth $374K as of Q2 2026.
Reston Wealth Management bought 48 Coca-Cola shares in Q2 2026, an estimated $3.79K.
Coca-Cola made up 0.1% of Reston Wealth Management's portfolio in Q2 2026, its #46 holding.
Reston Wealth Management first reported a position in Coca-Cola in Q4 2018 and has held it in 27 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.