Semus Wealth Partners’s Coca-Cola KO Stock Holding History

Semus Wealth Partners’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	$539K	Sell	7,092 -53	-0.7%	-$4.01K	0.3%	60
2025 Q4	$499K	Buy	7,145 +86	+1%	+$6K	0.27%	62
2025 Q3	$468K	Sell	7,059 -80	-1%	-$5.51K	0.27%	61
2025 Q2	$505K	Buy	7,139 +160	+2%	+$11.4K	0.33%	56
2025 Q1	$500K	Sell	6,979 -30	-0.4%	-$2K	0.35%	52
2024 Q4	$436K	Sell	7,009 -112	-2%	-$7.31K	0.29%	59
2024 Q3	$512K	Buy	7,121 +80	+1%	+$5.48K	0.36%	55
2024 Q2	$448K	Sell	7,041 -719	-9%	-$44.5K	0.35%	52
2024 Q1	$475K	Sell	7,760 -533	-6%	-$32K	0.4%	55
2023 Q4	$489K	Sell	8,293 -108	-1%	-$6.13K	0.4%	54
2023 Q3	$470K	Sell	8,401 -558	-6%	-$33.5K	0.44%	55
2023 Q2	$540K	Buy	8,959 +656	+8%	+$40.8K	0.5%	47
2023 Q1	$515K	Sell	8,303 -855	-9%	-$51.8K	0.55%	45
2022 Q4	$583K	Buy	+9,158	New	+$553K	0.71%	37

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

Semus Wealth Partners's KO Position: Q1 2026 in Review

Semus Wealth Partners reduced its Coca-Cola (KO) stake by 0.74% in Q1 2026, selling an estimated $4.01K and leaving 7,092 shares worth $539K. The position accounts for 0.3% of the portfolio, ranked #60.

Semus Wealth Partners first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $583K in Q4 2022. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Semus Wealth Partners held 7,092 shares of Coca-Cola worth $539K as of Q1 2026.
Semus Wealth Partners sold 53 Coca-Cola shares in Q1 2026, an estimated $4.01K.
Coca-Cola made up 0.3% of Semus Wealth Partners's portfolio in Q1 2026, its #60 holding.
Semus Wealth Partners first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
Semus Wealth Partners's Coca-Cola position peaked at $583K in Q4 2022.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.