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

Sculati 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	$331K	Hold	4,059	–	–	0.11%	103
2026 Q1	$309K	Hold	4,059	–	–	0.11%	106
2025 Q4	$284K	Sell	4,059 -85	-2%	-$5.93K	0.1%	105
2025 Q3	$275K	Sell	4,144 -103	-2%	-$7.09K	0.1%	109
2025 Q2	$300K	Sell	4,247 -1,121	-21%	-$79.9K	0.11%	102
2025 Q1	$384K	Hold	5,368	–	–	0.16%	83
2024 Q4	$334K	Sell	5,368 -735	-12%	-$48K	0.13%	91
2024 Q3	$439K	Sell	6,103 -1,771	-22%	-$121K	0.17%	78
2024 Q2	$501K	Sell	7,874 -97	-1%	-$6K	0.21%	73
2024 Q1	$488K	Sell	7,971 -1,326	-14%	-$79.7K	0.21%	78
2023 Q4	$548K	Sell	9,297 -3,817	-29%	-$217K	0.26%	70
2023 Q3	$734K	Sell	13,114 -4,896	-27%	-$294K	0.38%	68
2023 Q2	$1.08M	Sell	18,010 -5,266	-23%	-$328K	0.55%	58
2023 Q1	$1.44M	Sell	23,276 -4,827	-17%	-$292K	0.77%	47
2022 Q4	$1.79M	Buy	28,103 +553	+2%	+$33.4K	1%	32
2022 Q3	$1.54M	Buy	27,550 +1,149	+4%	+$71.4K	0.91%	36
2022 Q2	$1.66M	Buy	26,401 +1,032	+4%	+$65.4K	0.95%	36
2022 Q1	$1.57M	Buy	25,369 +1,068	+4%	+$64.9K	0.77%	45
2021 Q4	$1.44M	Buy	24,301 +1,576	+7%	+$87.8K	0.7%	42
2021 Q3	$1.19M	Buy	22,725 +3,054	+16%	+$170K	0.63%	52
2021 Q2	$1.06M	Buy	19,671 +2,155	+12%	+$117K	0.56%	55
2021 Q1	$923K	Buy	+17,516	New	+$882K	0.53%	54

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 $3.37T AUM 44.26% 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

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

Sculati Wealth Management held its Coca-Cola (KO) position steady in Q2 2026 at 4,059 shares worth $331K. The position accounts for 0.11% of the portfolio, ranked #103.

Sculati Wealth Management first reported a position in KO in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.79M in Q4 2022. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Sculati Wealth Management held 4,059 shares of Coca-Cola worth $331K as of Q2 2026.
Sculati Wealth Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.11% of Sculati Wealth Management's portfolio in Q2 2026, its #103 holding.
Sculati Wealth Management first reported a position in Coca-Cola in Q1 2021 and has held it in 22 quarters since.
Sculati Wealth Management's Coca-Cola position peaked at $1.79M in Q4 2022.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.