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

Sherman 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	–	Sell	-3,175	Closed	-$222K	–	81
2025 Q4	$222K	Buy	+3,175	New	+$221K	0.19%	73

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Sherman Wealth Management sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 3,175 shares — an estimated $222K sold.

Sherman Wealth Management first reported a position in KO in Q4 2025 and held it in 1 quarter. The position peaked at $222K in Q4 2025. 3,563 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Sherman Wealth Management reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
Sherman Wealth Management sold 3,175 Coca-Cola shares in Q1 2026, an estimated $222K.
Sherman Wealth Management first reported a position in Coca-Cola in Q4 2025 and held it in 1 quarter.
Sherman Wealth Management's Coca-Cola position peaked at $222K in Q4 2025.
3,563 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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