SWM
KO icon

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
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
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

Sculati Wealth Management's KO Position: Q1 2026 in Review

Sculati Wealth Management held its Coca-Cola (KO) position steady in Q1 2026 at 4,059 shares worth $309K. The position accounts for 0.11% of the portfolio, ranked #106.

Sculati Wealth Management first reported a position in KO in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.79M in Q4 2022. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Sculati Wealth Management held 4,059 shares of Coca-Cola worth $309K as of Q1 2026.
  • Sculati Wealth Management left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.11% of Sculati Wealth Management's portfolio in Q1 2026, its #106 holding.
  • Sculati Wealth Management first reported a position in Coca-Cola in Q1 2021 and has held it in 21 quarters since.
  • Sculati Wealth Management's Coca-Cola position peaked at $1.79M in Q4 2022.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.