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

Silverlake 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 		$2.32M Buy
28,607
+178
+0.6% +$14.1K 0.44% 60
2026
Q1 		$2.16M Sell
28,429
-747
-3% -$56.5K 0.45% 62
2025
Q4 		$2.04M Buy
29,176
+68
+0.2% +$4.74K 0.45% 65
2025
Q3 		$1.93M Sell
29,108
-734
-2% -$50.5K 0.47% 64
2025
Q2 		$2.11M Buy
29,842
+909
+3% +$64.8K 0.61% 38
2025
Q1 		$2.07M Sell
28,933
-163
-0.6% -$10.9K 0.78% 31
2024
Q4 		$1.81M Sell
29,096
-1,387
-5% -$90.5K 0.69% 43
2024
Q3 		$2.19M Buy
30,483
+1,150
+4% +$78.7K 0.83% 23
2024
Q2 		$1.87M Sell
29,333
-301
-1% -$18.6K 0.77% 27
2024
Q1 		$1.81M Sell
29,634
-149
-0.5% -$8.95K 0.92% 23
2023
Q4 		$1.76M Sell
29,783
-560
-2% -$31.8K 0.97% 19
2023
Q3 		$1.7M Sell
30,343
-24
-0.1% -$1.44K 0.95% 21
2023
Q2 		$1.83M Sell
30,367
-377
-1% -$23.5K 1.02% 21
2023
Q1 		$1.91M Sell
30,744
-1,321
-4% -$80K 1.16% 18
2022
Q4 		$2.04M Buy
32,065
+251
+0.8% +$15.2K 1.27% 17
2022
Q3 		$1.78M Buy
31,814
+43
+0.1% +$2.67K 1.21% 17
2022
Q2 		$2M Buy
31,771
+1,874
+6% +$119K 1.3% 16
2022
Q1 		$1.85M Sell
29,897
-21
-0.1% -$1.28K 1.06% 17
2021
Q4 		$1.77M Buy
+29,918
New +$1.67M 0.95% 22

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

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

Silverlake Wealth Management increased its Coca-Cola (KO) stake by 0.63% in Q2 2026, buying an estimated $14.1K and bringing the position to 28,607 shares worth $2.32M. The position accounts for 0.44% of the portfolio, ranked #60.

Silverlake Wealth Management first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Silverlake Wealth Management held 28,607 shares of Coca-Cola worth $2.32M as of Q2 2026.
  • Silverlake Wealth Management bought 178 Coca-Cola shares in Q2 2026, an estimated $14.1K.
  • Coca-Cola made up 0.44% of Silverlake Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Silverlake Wealth Management first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.