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

Sendero 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	$1.47M	Sell	19,276 -17	-0.1%	-$1.28K	0.16%	82
2025 Q4	$1.35M	Sell	19,293 -754	-4%	-$52.6K	0.15%	85
2025 Q3	$1.33M	Sell	20,047 -127	-0.6%	-$8.74K	0.16%	78
2025 Q2	$1.43M	Sell	20,174 -39	-0.2%	-$2.78K	0.18%	78
2025 Q1	$1.45M	Buy	20,213 +1,874	+10%	+$125K	0.2%	71
2024 Q4	$1.14M	Hold	18,339	–	–	0.17%	79
2024 Q3	$1.32M	Hold	18,339	–	–	0.21%	64
2024 Q2	$1.17M	Sell	18,339 -218	-1%	-$13.5K	0.2%	68
2024 Q1	$1.14M	Buy	18,557 +1,031	+6%	+$61.9K	0.2%	73
2023 Q4	$1.03M	Hold	17,526	–	–	0.19%	77
2023 Q3	$981K	Hold	17,526	–	–	0.21%	75
2023 Q2	$1.06M	Buy	+17,526	New	+$1.09M	0.23%	76

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

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

Sendero Wealth Management reduced its Coca-Cola (KO) stake by 0.09% in Q1 2026, selling an estimated $1.28K and leaving 19,276 shares worth $1.47M. The position accounts for 0.16% of the portfolio, ranked #82.

Sendero Wealth Management first reported a position in KO in Q2 2023 and has held it in 12 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Sendero Wealth Management held 19,276 shares of Coca-Cola worth $1.47M as of Q1 2026.
Sendero Wealth Management sold 17 Coca-Cola shares in Q1 2026, an estimated $1.28K.
Coca-Cola made up 0.16% of Sendero Wealth Management's portfolio in Q1 2026, its #82 holding.
Sendero Wealth Management first reported a position in Coca-Cola in Q2 2023 and has held it in 12 quarters since.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.