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SMART Wealth’s Coca-Cola KO Stock Holding History

SMART 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
Q2 		$449K Buy
+5,529
New +$437K 0.1% 164
2025
Q3 		– Sell
-3,084
Closed -$218K – 167
2025
Q2 		$218K Buy
+3,084
New +$220K 0.07% 161
2025
Q1 		– Sell
-3,291
Closed -$205K – 164
2024
Q4 		$205K Buy
3,291
+22
+0.7% +$1.44K 0.07% 141
2024
Q3 		$235K Buy
3,269
+12
+0.4% +$822 0.09% 126
2024
Q2 		$207K Sell
3,257
-55
-2% -$3.4K 0.08% 116
2024
Q1 		$203K Buy
+3,312
New +$199K 0.09% 113

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

SMART Wealth's KO Position: Q2 2026 in Review

SMART Wealth opened a new position in Coca-Cola (KO) in Q2 2026: 5,529 shares worth $449K. The stake represents 0.1% of the portfolio and ranks #164 among its holdings. This is a return to the name: SMART Wealth previously reported a position in KO as recently as Q2 2025.

SMART Wealth first reported a position in KO in Q1 2024 and has held it in 6 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • SMART Wealth held 5,529 shares of Coca-Cola worth $449K as of Q2 2026.
  • Coca-Cola was a new SMART Wealth position in Q2 2026.
  • Coca-Cola made up 0.1% of SMART Wealth's portfolio in Q2 2026, its #164 holding.
  • SMART Wealth first reported a position in Coca-Cola in Q1 2024 and has held it in 6 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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