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SkyOak Wealth’s Coca-Cola KO Stock Holding History

SkyOak 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 		$980K Sell
12,882
-13
-0.1% -$983 0.18% 85
2025
Q4 		$902K Sell
12,895
-81
-0.6% -$5.65K 0.16% 89
2025
Q3 		$861K Hold
12,976
– – 0.16% 89
2025
Q2 		$918K Buy
12,976
+125
+1% +$8.9K 0.18% 85
2025
Q1 		$920K Sell
12,851
-37
-0.3% -$2.47K 0.2% 80
2024
Q4 		$802K Sell
12,888
-98
-0.8% -$6.4K 0.17% 84
2024
Q3 		$933K Hold
12,986
– – 0.21% 77
2024
Q2 		$827K Hold
12,986
– – 0.19% 83
2024
Q1 		$795K Sell
12,986
-1,318
-9% -$79.2K 0.19% 90
2023
Q4 		$843K Sell
14,304
-171
-1% -$9.71K 0.22% 81
2023
Q3 		$810K Sell
14,475
-100
-0.7% -$6K 0.24% 84
2023
Q2 		$878K Buy
14,575
+945
+7% +$58.8K 0.25% 80
2023
Q1 		$845K Buy
13,630
+937
+7% +$56.7K 0.26% 82
2022
Q4 		$807K Sell
12,693
-42
-0.3% -$2.54K 0.27% 82
2022
Q3 		$713K Buy
12,735
+38
+0.3% +$2.36K 0.26% 85
2022
Q2 		$799K Sell
12,697
-282
-2% -$17.9K 0.27% 84
2022
Q1 		$805K Sell
12,979
-100
-0.8% -$6.08K 0.22% 98
2021
Q4 		$774K Buy
13,079
+464
+4% +$25.8K 0.2% 107
2021
Q3 		$662K Buy
12,615
+3
+0% +$167 0.18% 112
2021
Q2 		$682K Hold
12,612
– – 0.18% 108
2021
Q1 		$676K Buy
12,612
+3
+0% +$151 0.19% 110
2020
Q4 		$691K Buy
12,609
+7
+0.1% +$362 0.21% 107
2020
Q3 		$622K Buy
12,602
+1,460
+13% +$70.2K 0.22% 102
2020
Q2 		$498K Buy
11,142
+265
+2% +$12.2K 0.18% 132
2020
Q1 		$481K Sell
10,877
-3,376
-24% -$182K 0.25% 93
2019
Q4 		$789K Buy
+14,253
New +$766K 0.24% 89

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

SkyOak Wealth's KO Position: Q1 2026 in Review

SkyOak Wealth reduced its Coca-Cola (KO) stake by 0.1% in Q1 2026, selling an estimated $983 and leaving 12,882 shares worth $980K. The position accounts for 0.18% of the portfolio, ranked #85.

SkyOak Wealth first reported a position in KO in Q4 2019 and has held it in 26 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • SkyOak Wealth held 12,882 shares of Coca-Cola worth $980K as of Q1 2026.
  • SkyOak Wealth sold 13 Coca-Cola shares in Q1 2026, an estimated $983.
  • Coca-Cola made up 0.18% of SkyOak Wealth's portfolio in Q1 2026, its #85 holding.
  • SkyOak Wealth first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.