SWM
KO icon

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

Stockman 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 		$674K Sell
8,861
-40
-0.4% -$3.02K 0.07% 91
2025
Q4 		$622K Buy
8,901
+147
+2% +$10.2K 0.07% 93
2025
Q3 		$581K Sell
8,754
-663
-7% -$45.6K 0.07% 97
2025
Q2 		$666K Sell
9,417
-90
-0.9% -$6.41K 0.09% 86
2025
Q1 		$681K Buy
9,507
+322
+4% +$21.5K 0.1% 84
2024
Q4 		$572K Sell
9,185
-95
-1% -$6.2K 0.09% 90
2024
Q3 		$667K Sell
9,280
-188
-2% -$12.9K 0.1% 90
2024
Q2 		$603K Buy
9,468
+455
+5% +$28.2K 0.11% 88
2024
Q1 		$551K Sell
9,013
-598
-6% -$35.9K 0.1% 95
2023
Q4 		$566K Buy
9,611
+300
+3% +$17K 0.11% 90
2023
Q3 		$521K Sell
9,311
-34
-0.4% -$2.04K 0.11% 97
2023
Q2 		$563K Sell
9,345
-101
-1% -$6.28K 0.12% 98
2023
Q1 		$586K Buy
9,446
+72
+0.8% +$4.36K 0.13% 94
2022
Q4 		$596K Buy
9,374
+243
+3% +$14.7K 0.14% 101
2022
Q3 		$512K Buy
9,131
+29
+0.3% +$1.8K 0.14% 92
2022
Q2 		$573K Sell
9,102
-67
-0.7% -$4.25K 0.15% 89
2022
Q1 		$568K Sell
9,169
-1
-0% -$61 0.12% 99
2021
Q4 		$543K Buy
9,170
+381
+4% +$21.2K 0.11% 108
2021
Q3 		$461K Buy
8,789
+34
+0.4% +$1.9K 0.1% 119
2021
Q2 		$474K Buy
8,755
+75
+0.9% +$4.08K 0.11% 117
2021
Q1 		$458K Hold
8,680
– – 0.13% 113
2020
Q4 		$476K Sell
8,680
-325
-4% -$16.8K 0.15% 101
2020
Q3 		$445K Hold
9,005
– – 0.16% 93
2020
Q2 		$402K Buy
9,005
+794
+10% +$36.6K 0.15% 105
2020
Q1 		$363K Sell
8,211
-7
-0.1% -$378 0.16% 97
2019
Q4 		$455K Sell
8,218
-25
-0.3% -$1.34K 0.16% 98
2019
Q3 		$449K Buy
8,243
+7
+0.1% +$375 0.17% 98
2019
Q2 		$419K Hold
8,236
– – 0.17% 99
2019
Q1 		$386K Hold
8,236
– – 0.17% 101
2018
Q4 		$390K Buy
8,236
+250
+3% +$12K 0.19% 94
2018
Q3 		$369K Buy
7,986
+580
+8% +$26.5K 0.16% 102
2018
Q2 		$325K Sell
7,406
-6
-0.1% -$259 0.15% 105
2018
Q1 		$322K Sell
7,412
-650
-8% -$29.2K 0.15% 108
2017
Q4 		$370K Sell
8,062
-4,702
-37% -$216K 0.17% 101
2017
Q3 		$575K Buy
12,764
+2,230
+21% +$101K 0.28% 81
2017
Q2 		$472K Sell
10,534
-2,882
-21% -$127K 0.47% 68
2017
Q1 		$569K Buy
13,416
+1,676
+14% +$69.9K 0.32% 67
2016
Q4 		$487K Buy
11,740
+1,108
+10% +$46.1K 0.3% 74
2016
Q3 		$450K Buy
10,632
+1,950
+22% +$85.5K 0.28% 74
2016
Q2 		$394K Sell
8,682
-200
-2% -$9.04K 0.31% 56
2016
Q1 		$412K Sell
8,882
-350
-4% -$15.2K 0.33% 57
2015
Q4 		$397K Buy
9,232
+203
+2% +$8.62K 0.32% 59
2015
Q3 		$362K Buy
9,029
+1,219
+16% +$48.8K 0.31% 62
2015
Q2 		$306K Hold
7,810
– – 0.26% 67
2015
Q1 		$317K Buy
7,810
+150
+2% +$6.27K 0.27% 68
2014
Q4 		$323K Buy
+7,660
New +$327K 0.28% 69

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

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

Stockman Wealth Management reduced its Coca-Cola (KO) stake by 0.45% in Q1 2026, selling an estimated $3.02K and leaving 8,861 shares worth $674K. The position accounts for 0.07% of the portfolio, ranked #91.

Stockman Wealth Management first reported a position in KO in Q4 2014 and has held it in 46 quarters since. The position peaked at $681K in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Stockman Wealth Management held 8,861 shares of Coca-Cola worth $674K as of Q1 2026.
  • Stockman Wealth Management sold 40 Coca-Cola shares in Q1 2026, an estimated $3.02K.
  • Coca-Cola made up 0.07% of Stockman Wealth Management's portfolio in Q1 2026, its #91 holding.
  • Stockman Wealth Management first reported a position in Coca-Cola in Q4 2014 and has held it in 46 quarters since.
  • Stockman Wealth Management's Coca-Cola position peaked at $681K in Q1 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.