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

Shrier 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 		$3.94M Buy
48,528
+145
+0.3% +$11.5K 1.33% 19
2026
Q1 		$3.68M Buy
48,383
+915
+2% +$69.2K 1.34% 17
2025
Q4 		$3.32M Buy
+47,468
New +$3.31M 1.31% 21

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 $3.37T AUM 44.26% 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

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

Shrier Wealth Management increased its Coca-Cola (KO) stake by 0.3% in Q2 2026, buying an estimated $11.5K and bringing the position to 48,528 shares worth $3.94M. The position accounts for 1.33% of the portfolio, ranked #19.

Shrier Wealth Management first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,610 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Shrier Wealth Management held 48,528 shares of Coca-Cola worth $3.94M as of Q2 2026.
  • Shrier Wealth Management bought 145 Coca-Cola shares in Q2 2026, an estimated $11.5K.
  • Coca-Cola made up 1.33% of Shrier Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Shrier Wealth Management first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 3,610 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Shrier Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.