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

Sterling 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	$408K	Hold	5,368	–	–	0.11%	74
2025 Q4	$375K	Hold	5,368	–	–	0.11%	71
2025 Q3	$356K	Buy	5,368 +250	+5%	+$17.2K	0.11%	75
2025 Q2	$362K	Buy	+5,118	New	+$365K	0.12%	72
2024 Q4	$316K	Hold	5,079	–	–	0.12%	85
2024 Q3	$365K	Hold	5,079	–	–	0.14%	81
2024 Q2	$323K	Hold	5,079	–	–	0.15%	78
2024 Q1	$311K	Buy	5,079 +40	+0.8%	+$2.4K	0.15%	77
2023 Q4	$297K	Buy	+5,039	New	+$286K	0.17%	70

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Sterling Wealth Management held its Coca-Cola (KO) position steady in Q1 2026 at 5,368 shares worth $408K. The position accounts for 0.11% of the portfolio, ranked #74.

Sterling Wealth Management first reported a position in KO in Q4 2023 and has held it in 9 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Sterling Wealth Management held 5,368 shares of Coca-Cola worth $408K as of Q1 2026.
Sterling Wealth Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.11% of Sterling Wealth Management's portfolio in Q1 2026, its #74 holding.
Sterling Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 9 quarters since.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.