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

Scissortail 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 		$281K Sell
3,454
-24
-0.7% -$1.9K 0.05% 93
2026
Q1 		$265K Hold
3,478
– – 0.05% 105
2025
Q4 		$243K Sell
3,478
-55
-2% -$3.83K 0.06% 98
2025
Q3 		$234K Sell
3,533
-7
-0.2% -$482 0.05% 106
2025
Q2 		$251K Buy
3,540
+8
+0.2% +$570 0.06% 102
2025
Q1 		$253K Sell
3,532
-100
-3% -$6.68K 0.07% 97
2024
Q4 		$226K Buy
3,632
+3,614
+20,078% +$236K 0.06% 114
2024
Q3 		$261K Sell
18
-3,627
-100% -$248K 0.06% 110
2024
Q2 		$232K Buy
+3,645
New +$226K 0.06% 107

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 $3.38T AUM 44.17% 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

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

Scissortail Wealth Management reduced its Coca-Cola (KO) stake by 0.69% in Q2 2026, selling an estimated $1.9K and leaving 3,454 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #93.

Scissortail Wealth Management first reported a position in KO in Q2 2024 and has held it in 9 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Scissortail Wealth Management held 3,454 shares of Coca-Cola worth $281K as of Q2 2026.
  • Scissortail Wealth Management sold 24 Coca-Cola shares in Q2 2026, an estimated $1.9K.
  • Coca-Cola made up 0.05% of Scissortail Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Scissortail Wealth Management first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.