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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Silverlake Wealth Management reduced its Coca-Cola (KO) stake by 2.6% in Q1 2026, selling an estimated $56.5K and leaving 28,429 shares worth $2.16M. The position accounts for 0.45% of the portfolio, ranked #62.

Silverlake Wealth Management first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.19M in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Silverlake Wealth Management held 28,429 shares of Coca-Cola worth $2.16M as of Q1 2026.
  • Silverlake Wealth Management sold 747 Coca-Cola shares in Q1 2026, an estimated $56.5K.
  • Coca-Cola made up 0.45% of Silverlake Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Silverlake Wealth Management first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • Silverlake Wealth Management's Coca-Cola position peaked at $2.19M in Q3 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.