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Ridgecrest Wealth Partners’s Coca-Cola KO Stock Holding History

Ridgecrest Wealth Partners’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 		$2.15M Hold
28,316
– – 1.19% 18
2025
Q4 		$1.98M Sell
28,316
-1,492
-5% -$104K 1.07% 21
2025
Q3 		$1.98M Hold
29,808
– – 0.89% 22
2025
Q2 		$2.11M Sell
29,808
-600
-2% -$42.7K 1.11% 21
2025
Q1 		$2.18M Buy
30,408
+650
+2% +$43.4K 1.14% 21
2024
Q4 		$1.85M Buy
29,758
+177
+0.6% +$11.6K 1% 19
2024
Q3 		$2.13M Buy
29,581
+53
+0.2% +$3.63K 1.11% 19
2024
Q2 		$1.88M Sell
29,528
-250
-0.8% -$15.5K 1.13% 17
2024
Q1 		$1.82M Sell
29,778
-50
-0.2% -$3K 1.08% 20
2023
Q4 		$1.76M Sell
29,828
-600
-2% -$34.1K 1.16% 18
2023
Q3 		$1.7M Hold
30,428
– – 1.19% 21
2023
Q2 		$1.83M Hold
30,428
– – 1.21% 19
2023
Q1 		$1.89M Buy
30,428
+50
+0.2% +$3.03K 1.34% 19
2022
Q4 		$1.93M Buy
30,378
+50
+0.2% +$3.02K 1.47% 19
2022
Q3 		$1.7M Buy
30,328
+985
+3% +$61.2K 1.39% 20
2022
Q2 		$1.85M Hold
29,343
– – 1.34% 19
2022
Q1 		$1.82M Hold
29,343
– – 1.15% 21
2021
Q4 		$1.74M Hold
29,343
– – 0.85% 28
2021
Q3 		$1.54M Buy
29,343
+3,750
+15% +$209K 0.84% 30
2021
Q2 		$1.39M Buy
25,593
+792
+3% +$43.1K 0.87% 32
2021
Q1 		$1.31M Buy
+24,801
New +$1.25M 1.25% 25

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

Ridgecrest Wealth Partners's KO Position: Q1 2026 in Review

Ridgecrest Wealth Partners held its Coca-Cola (KO) position steady in Q1 2026 at 28,316 shares worth $2.15M. The position accounts for 1.19% of the portfolio, ranked #18.

Ridgecrest Wealth Partners first reported a position in KO in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.18M in Q1 2025. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Ridgecrest Wealth Partners held 28,316 shares of Coca-Cola worth $2.15M as of Q1 2026.
  • Ridgecrest Wealth Partners left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 1.19% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #18 holding.
  • Ridgecrest Wealth Partners first reported a position in Coca-Cola in Q1 2021 and has held it in 21 quarters since.
  • Ridgecrest Wealth Partners's Coca-Cola position peaked at $2.18M in Q1 2025.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.