Smith Salley Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.75M | Buy |
88,795
+5,521
| +7% | +$417K | 0.34% | 64 |
|
|
2025
Q4 | $5.82M | Buy |
83,274
+5,027
| +6% | +$350K | 0.29% | 66 |
|
|
2025
Q3 | $5.19M | Buy |
78,247
+12,723
| +19% | +$876K | 0.27% | 64 |
|
|
2025
Q2 | $4.64M | Buy |
65,524
+4,285
| +7% | +$305K | 0.27% | 65 |
|
|
2025
Q1 | $4.39M | Buy |
61,239
+1,104
| +2% | +$73.7K | 0.29% | 61 |
|
|
2024
Q4 | $3.74M | Buy |
60,135
+202
| +0.3% | +$13.2K | 0.24% | 69 |
|
|
2024
Q3 | $4.31M | Buy |
59,933
+635
| +1% | +$43.5K | 0.28% | 63 |
|
|
2024
Q2 | $3.77M | Buy |
59,298
+826
| +1% | +$51.1K | 0.27% | 67 |
|
|
2024
Q1 | $3.58M | Sell |
58,472
-27,017
| -32% | -$1.62M | 0.28% | 69 |
|
|
2023
Q4 | $5.04M | Sell |
85,489
-1,369
| -2% | -$77.8K | 0.33% | 64 |
|
|
2023
Q3 | $4.86M | Sell |
86,858
-622
| -0.7% | -$37.3K | 0.36% | 62 |
|
|
2023
Q2 | $5.27M | Buy |
87,480
+432
| +0.5% | +$26.9K | 0.39% | 60 |
|
|
2023
Q1 | $5.4M | Buy |
87,048
+2,330
| +3% | +$141K | 0.43% | 58 |
|
|
2022
Q4 | $5.39M | Buy |
84,718
+15,982
| +23% | +$965K | 0.46% | 56 |
|
|
2022
Q3 | $3.85M | Buy |
68,736
+1,589
| +2% | +$98.8K | 0.36% | 70 |
|
|
2022
Q2 | $4.22M | Buy |
67,147
+3,282
| +5% | +$208K | 0.37% | 65 |
|
|
2022
Q1 | $3.96M | Buy |
63,865
+1,523
| +2% | +$92.6K | 0.3% | 75 |
|
|
2021
Q4 | $3.69M | Sell |
62,342
-789
| -1% | -$43.9K | 0.26% | 81 |
|
|
2021
Q3 | $3.31M | Buy |
63,131
+44,579
| +240% | +$2.48M | 0.26% | 78 |
|
|
2021
Q2 | $1M | Buy |
18,552
+683
| +4% | +$37.2K | 0.08% | 143 |
|
|
2021
Q1 | $942K | Buy |
17,869
+1,373
| +8% | +$69.1K | 0.08% | 129 |
|
|
2020
Q4 | $904K | Buy |
16,496
+14
| +0.1% | +$724 | 0.09% | 122 |
|
|
2020
Q3 | $814K | Hold |
16,482
| – | – | 0.1% | 107 |
|
|
2020
Q2 | $737K | Sell |
16,482
-892
| -5% | -$41.1K | 0.1% | 108 |
|
|
2020
Q1 | $769K | Sell |
17,374
-316
| -2% | -$17.1K | 0.13% | 103 |
|
|
2019
Q4 | $978K | Buy |
17,690
+83
| +0.5% | +$4.46K | 0.13% | 104 |
|
|
2019
Q3 | $959K | Buy |
17,607
+204
| +1% | +$10.9K | 0.14% | 98 |
|
|
2019
Q2 | $886K | Sell |
17,403
-477
| -3% | -$23.4K | 0.13% | 98 |
|
|
2019
Q1 | $838K | Sell |
17,880
-2,394
| -12% | -$112K | 0.13% | 100 |
|
|
2018
Q4 | $960K | Sell |
20,274
-199
| -1% | -$9.53K | 0.18% | 90 |
|
|
2018
Q3 | $945K | Buy |
20,473
+253
| +1% | +$11.6K | 0.15% | 100 |
|
|
2018
Q2 | $886K | Buy |
20,220
+282
| +1% | +$12.2K | 0.15% | 98 |
|
|
2018
Q1 | $866K | Sell |
19,938
-3,016
| -13% | -$135K | 0.16% | 96 |
|
|
2017
Q4 | $1.05M | Buy |
22,954
+2,600
| +13% | +$120K | 0.19% | 96 |
|
|
2017
Q3 | $916K | Sell |
20,354
-1
| -0% | -$45 | 0.18% | 100 |
|
|
2017
Q2 | $913K | Sell |
20,355
-44,650
| -69% | -$1.97M | 0.18% | 102 |
|
|
2017
Q1 | $2.76M | Sell |
65,005
-1,592
| -2% | -$66.4K | 0.57% | 62 |
|
|
2016
Q4 | $2.76M | Buy |
66,597
+1,598
| +2% | +$66.5K | 0.57% | 60 |
|
|
2016
Q3 | $2.75M | Buy |
64,999
+4,722
| +8% | +$207K | 0.61% | 63 |
|
|
2016
Q2 | $2.73M | Sell |
60,277
-2,457
| -4% | -$111K | 0.64% | 56 |
|
|
2016
Q1 | $2.91M | Buy |
62,734
+2,268
| +4% | +$98.7K | 0.73% | 46 |
|
|
2015
Q4 | $2.6M | Buy |
60,466
+9,215
| +18% | +$391K | 0.65% | 52 |
|
|
2015
Q3 | $2.06M | Buy |
51,251
+329
| +0.6% | +$13.2K | 0.55% | 58 |
|
|
2015
Q2 | $2M | Buy |
50,922
+1,909
| +4% | +$77.6K | 0.51% | 63 |
|
|
2015
Q1 | $1.99M | Buy |
49,013
+3,288
| +7% | +$138K | 0.51% | 66 |
|
|
2014
Q4 | $1.93M | Buy |
45,725
+389
| +0.9% | +$16.6K | 0.5% | 64 |
|
|
2014
Q3 | $1.93M | Sell |
45,336
-646
| -1% | -$26.7K | 0.51% | 65 |
|
|
2014
Q2 | $1.95M | Buy |
45,982
+35,472
| +338% | +$1.44M | 0.52% | 70 |
|
|
2014
Q1 | $406K | Buy |
10,510
+3,237
| +45% | +$125K | 0.25% | 76 |
|
|
2013
Q4 | $300K | Buy |
+7,273
| New | +$287K | 0.2% | 81 |
|
|
2013
Q3 | – | Sell |
-5,392
| Closed | -$216K | – | 93 |
|
|
2013
Q2 | $216K | Buy |
+5,392
| New | +$223K | 0.17% | 87 |
|
Other funds holding KO
VCM
VPM
Smith Salley Wealth Management's KO Position: Q1 2026 in Review
Smith Salley Wealth Management increased its Coca-Cola (KO) stake by 6.6% in Q1 2026, buying an estimated $417K and bringing the position to 88,795 shares worth $6.75M. The position accounts for 0.34% of the portfolio, ranked #64.
Smith Salley Wealth Management first reported a position in KO in Q2 2013 and has held it in 51 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Smith Salley Wealth Management held 88,795 shares of Coca-Cola worth $6.75M as of Q1 2026.
- Smith Salley Wealth Management bought 5,521 Coca-Cola shares in Q1 2026, an estimated $417K.
- Coca-Cola made up 0.34% of Smith Salley Wealth Management's portfolio in Q1 2026, its #64 holding.
- Smith Salley Wealth Management first reported a position in Coca-Cola in Q2 2013 and has held it in 51 quarters since.
- 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.