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 Q2	$459K	Buy	5,643 +275	+5%	+$21.7K	0.11%	78
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sterling Wealth Management's KO Position: Q2 2026 in Review

Sterling Wealth Management increased its Coca-Cola (KO) stake by 5.1% in Q2 2026, buying an estimated $21.7K and bringing the position to 5,643 shares worth $459K. The position accounts for 0.11% of the portfolio, ranked #78.

Sterling Wealth Management first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Sterling Wealth Management held 5,643 shares of Coca-Cola worth $459K as of Q2 2026.
Sterling Wealth Management bought 275 Coca-Cola shares in Q2 2026, an estimated $21.7K.
Coca-Cola made up 0.11% of Sterling Wealth Management's portfolio in Q2 2026, its #78 holding.
Sterling Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.