Schrum Private Wealth Management’s Coca-Cola KO Stock Holding History

Schrum Private 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	$764K	Sell	10,048 -132	-1%	-$9.98K	0.58%	51
2025 Q4	$712K	Sell	10,180 -61	-0.6%	-$4.25K	0.53%	54
2025 Q3	$679K	Sell	10,241 -7	-0.1%	-$482	0.5%	54
2025 Q2	$725K	Buy	10,248 +210	+2%	+$15K	0.58%	49
2025 Q1	$719K	Hold	10,038	–	–	0.63%	44
2024 Q4	$625K	Sell	10,038 -7,800	-44%	-$509K	0.53%	52
2024 Q3	$1.28M	Buy	17,838 +7,806	+78%	+$535K	0.66%	39
2024 Q2	$639K	Sell	10,032 -429	-4%	-$26.6K	0.58%	50
2024 Q1	$640K	Buy	10,461 +2,057	+24%	+$124K	0.58%	50
2023 Q4	$495K	Sell	8,404 -1,558	-16%	-$88.5K	0.7%	41
2023 Q3	$558K	Hold	9,962	–	–	0.64%	47
2023 Q2	$600K	Buy	9,962 +1	+0%	+$62	0.65%	44
2023 Q1	$618K	Hold	9,961	–	–	0.71%	42
2022 Q4	$634K	Sell	9,961 -739	-7%	-$44.6K	0.75%	35
2022 Q3	$600K	Sell	10,700 -500	-4%	-$31.1K	0.76%	37
2022 Q2	$705K	Hold	11,200	–	–	0.8%	34
2022 Q1	$719K	Buy	11,200 +69	+0.6%	+$4.2K	0.72%	42
2021 Q4	$658K	Buy	+11,131	New	+$620K	0.6%	46

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schrum Private Wealth Management's KO Position: Q1 2026 in Review

Schrum Private Wealth Management reduced its Coca-Cola (KO) stake by 1.3% in Q1 2026, selling an estimated $9.98K and leaving 10,048 shares worth $764K. The position accounts for 0.58% of the portfolio, ranked #51.

Schrum Private Wealth Management first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.28M in Q3 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Schrum Private Wealth Management held 10,048 shares of Coca-Cola worth $764K as of Q1 2026.
Schrum Private Wealth Management sold 132 Coca-Cola shares in Q1 2026, an estimated $9.98K.
Coca-Cola made up 0.58% of Schrum Private Wealth Management's portfolio in Q1 2026, its #51 holding.
Schrum Private Wealth Management first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
Schrum Private Wealth Management's Coca-Cola position peaked at $1.28M in Q3 2024.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.