Signal Advisors Wealth’s Coca-Cola KO Stock Holding History

Signal Advisors Wealth’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	$407K	Buy	5,358 +1,934	+56%	+$146K	0.03%	406
2025 Q4	$239K	Sell	3,424 -228	-6%	-$15.9K	0.02%	462
2025 Q3	$242K	Sell	3,652 -2,700	-43%	-$186K	0.02%	401
2025 Q2	$449K	Buy	6,352 +834	+15%	+$59.4K	0.04%	310
2025 Q1	$395K	Sell	5,518 -1,755	-24%	-$117K	0.04%	314
2024 Q4	$453K	Sell	7,273 -5,532	-43%	-$361K	0.05%	275
2024 Q3	$920K	Buy	+12,805	New	+$877K	0.13%	183
2024 Q2	–	Sell	-7,553	Closed	-$462K	–	198
2024 Q1	$462K	Buy	7,553 +1,693	+29%	+$102K	0.11%	179
2023 Q4	$345K	Buy	+5,860	New	+$333K	0.12%	156

Other funds holding KO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Signal Advisors Wealth's KO Position: Q1 2026 in Review

Signal Advisors Wealth increased its Coca-Cola (KO) stake by 56% in Q1 2026, buying an estimated $146K and bringing the position to 5,358 shares worth $407K. The position accounts for 0.03% of the portfolio, ranked #406.

Signal Advisors Wealth first reported a position in KO in Q4 2023 and has held it in 9 quarters since. The position peaked at $920K in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Signal Advisors Wealth held 5,358 shares of Coca-Cola worth $407K as of Q1 2026.
Signal Advisors Wealth bought 1,934 Coca-Cola shares in Q1 2026, an estimated $146K.
Coca-Cola made up 0.03% of Signal Advisors Wealth's portfolio in Q1 2026, its #406 holding.
Signal Advisors Wealth first reported a position in Coca-Cola in Q4 2023 and has held it in 9 quarters since.
Signal Advisors Wealth's Coca-Cola position peaked at $920K in Q3 2024.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.