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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
Q2 		$564K Buy
6,935
+485
+8% +$38.3K 0.04% 166
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
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SHP Wealth Management's KO Position: Q2 2026 in Review

SHP Wealth Management increased its Coca-Cola (KO) stake by 7.5% in Q2 2026, buying an estimated $38.3K and bringing the position to 6,935 shares worth $564K. The position accounts for 0.04% of the portfolio, ranked #166.

SHP Wealth Management first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,646 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • SHP Wealth Management held 6,935 shares of Coca-Cola worth $564K as of Q2 2026.
  • SHP Wealth Management bought 485 Coca-Cola shares in Q2 2026, an estimated $38.3K.
  • Coca-Cola made up 0.04% of SHP Wealth Management's portfolio in Q2 2026, its #166 holding.
  • SHP Wealth Management first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 3,646 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.