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Stonehaven Wealth & Tax Solutions’s Coca-Cola KO Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$267K Buy
3,513
+389
+12% +$29.4K 0.24% 66
2025
Q4 		$218K Buy
+3,124
New +$218K 0.2% 73

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

Stonehaven Wealth & Tax Solutions's KO Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its Coca-Cola (KO) stake by 12% in Q1 2026, buying an estimated $29.4K and bringing the position to 3,513 shares worth $267K. The position accounts for 0.24% of the portfolio, ranked #66.

Stonehaven Wealth & Tax Solutions first reported a position in KO in Q4 2025 and has held it in 2 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions held 3,513 shares of Coca-Cola worth $267K as of Q1 2026.
  • Stonehaven Wealth & Tax Solutions bought 389 Coca-Cola shares in Q1 2026, an estimated $29.4K.
  • Coca-Cola made up 0.24% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #66 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in Coca-Cola in Q4 2025 and has held it in 2 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.