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

SHP 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	$490K	Buy	6,450 +508	+9%	+$38.4K	0.04%	155
2025 Q4	$415K	Buy	+5,942	New	+$414K	0.03%	166

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

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

SHP Wealth Management increased its Coca-Cola (KO) stake by 8.5% in Q1 2026, buying an estimated $38.4K and bringing the position to 6,450 shares worth $490K. The position accounts for 0.04% of the portfolio, ranked #155.

SHP Wealth Management first reported a position in KO in Q4 2025 and has held it in 2 quarters since. 3,562 funds tracked by Wall St. Rank hold KO as of Q1 2026.

SHP Wealth Management held 6,450 shares of Coca-Cola worth $490K as of Q1 2026.
SHP Wealth Management bought 508 Coca-Cola shares in Q1 2026, an estimated $38.4K.
Coca-Cola made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #155 holding.
SHP Wealth Management first reported a position in Coca-Cola in Q4 2025 and has held it in 2 quarters since.
3,562 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.