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Sard Wealth Management Group’s Coca-Cola KO Stock Holding History

Sard Wealth Management Group’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 		$820K Buy
10,089
+109
+1% +$8.61K 0.39% 29
2026
Q1 		$759K Sell
9,980
-227
-2% -$17.2K 0.41% 26
2025
Q4 		$714K Buy
10,207
+108
+1% +$7.53K 0.39% 26
2025
Q3 		$670K Buy
10,099
+162
+2% +$11.2K 0.38% 25
2025
Q2 		$703K Buy
9,937
+110
+1% +$7.84K 0.43% 24
2025
Q1 		$704K Sell
9,827
-3
-0% -$200 0.47% 20
2024
Q4 		$612K Buy
9,830
+1,075
+12% +$70.2K 0.41% 25
2024
Q3 		$629K Buy
8,755
+47
+0.5% +$3.22K 0.42% 23
2024
Q2 		$554K Buy
8,708
+59
+0.7% +$3.65K 0.39% 24
2024
Q1 		$529K Buy
8,649
+42
+0.5% +$2.52K 0.48% 25
2023
Q4 		$507K Buy
+8,607
New +$489K 0.51% 23

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sard Wealth Management Group's KO Position: Q2 2026 in Review

Sard Wealth Management Group increased its Coca-Cola (KO) stake by 1.1% in Q2 2026, buying an estimated $8.61K and bringing the position to 10,089 shares worth $820K. The position accounts for 0.39% of the portfolio, ranked #29.

Sard Wealth Management Group first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,635 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Sard Wealth Management Group held 10,089 shares of Coca-Cola worth $820K as of Q2 2026.
  • Sard Wealth Management Group bought 109 Coca-Cola shares in Q2 2026, an estimated $8.61K.
  • Coca-Cola made up 0.39% of Sard Wealth Management Group's portfolio in Q2 2026, its #29 holding.
  • Sard Wealth Management Group first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 3,635 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.