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Seven Springs Wealth Group’s Coca-Cola KO Stock Holding History

Seven Springs Wealth Group’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 		$447K Sell
5,884
-328
-5% -$24.8K 0.1% 53
2025
Q4 		$434K Hold
6,212
– – 0.12% 56
2025
Q3 		$412K Hold
6,212
– – 0.1% 59
2025
Q2 		$439K Sell
6,212
-30
-0.5% -$2.14K 0.11% 54
2025
Q1 		$447K Buy
6,242
+223
+4% +$14.9K 0.16% 50
2024
Q4 		$375K Buy
6,019
+72
+1% +$4.7K 0.14% 53
2024
Q3 		$427K Sell
5,947
-167
-3% -$11.4K 0.16% 50
2024
Q2 		$389K Sell
6,114
-500
-8% -$31K 0.15% 47
2024
Q1 		$405K Hold
6,614
– – 0.16% 47
2023
Q4 		$390K Hold
6,614
– – 0.18% 42
2023
Q3 		$370K Hold
6,614
– – 0.18% 42
2023
Q2 		$398K Hold
6,614
– – 0.19% 41
2023
Q1 		$410K Buy
6,614
+42
+0.6% +$2.54K 0.2% 42
2022
Q4 		$418K Sell
6,572
-1,068
-14% -$64.5K 0.2% 41
2022
Q3 		$428K Buy
7,640
+1,046
+16% +$65K 0.23% 39
2022
Q2 		$415K Hold
6,594
– – 0.21% 47
2022
Q1 		$409K Hold
6,594
– – 0.19% 48
2021
Q4 		$390K Buy
6,594
+22
+0.3% +$1.23K 0.18% 48
2021
Q3 		$345K Hold
6,572
– – 0.17% 52
2021
Q2 		$356K Buy
6,572
+1,000
+18% +$54.4K 0.15% 54
2021
Q1 		$294K Hold
5,572
– – 0.14% 45
2020
Q4 		$306K Hold
5,572
– – 0.16% 43
2020
Q3 		$275K Hold
5,572
– – 0.17% 43
2020
Q2 		$249K Hold
5,572
– – 0.16% 41
2020
Q1 		$247K Hold
5,572
– – 0.17% 43
2019
Q4 		$308K Buy
+5,572
New +$300K 0.21% 40

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

Seven Springs Wealth Group's KO Position: Q1 2026 in Review

Seven Springs Wealth Group reduced its Coca-Cola (KO) stake by 5.3% in Q1 2026, selling an estimated $24.8K and leaving 5,884 shares worth $447K. The position accounts for 0.1% of the portfolio, ranked #53.

Seven Springs Wealth Group first reported a position in KO in Q4 2019 and has held it in 26 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Seven Springs Wealth Group held 5,884 shares of Coca-Cola worth $447K as of Q1 2026.
  • Seven Springs Wealth Group sold 328 Coca-Cola shares in Q1 2026, an estimated $24.8K.
  • Coca-Cola made up 0.1% of Seven Springs Wealth Group's portfolio in Q1 2026, its #53 holding.
  • Seven Springs Wealth Group first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Seven Springs Wealth Group's 13F filing for Q1 2026, filed 14 May 2026.