Strait & Sound Wealth Management’s Coca-Cola KO Stock Holding History

Strait & Sound 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	$386K	Hold	5,080	–	–	0.14%	109
2025 Q4	$355K	Sell	5,080 -137	-3%	-$9.55K	0.13%	112
2025 Q3	$346K	Hold	5,217	–	–	0.13%	113
2025 Q2	$369K	Sell	5,217 -1,057	-17%	-$75.3K	0.16%	102
2025 Q1	$449K	Sell	6,274 -60	-0.9%	-$4.01K	0.21%	87
2024 Q4	$394K	Sell	6,334 -435	-6%	-$28.4K	0.18%	95
2024 Q3	$486K	Sell	6,769 -1,065	-14%	-$72.9K	0.24%	78
2024 Q2	$499K	Sell	7,834 -367	-4%	-$22.7K	0.25%	66
2024 Q1	$484K	Hold	8,201	–	–	0.27%	59
2023 Q4	$492K	Sell	8,201 -173	-2%	-$9.83K	0.31%	58
2023 Q3	$469K	Sell	8,374 -163	-2%	-$9.78K	0.4%	59
2023 Q2	$514K	Sell	8,537 -369	-4%	-$23K	0.51%	45
2023 Q1	$552K	Buy	8,906 +195	+2%	+$11.8K	0.55%	46
2022 Q4	$537K	Buy	+8,711	New	+$526K	0.59%	45

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

Strait & Sound Wealth Management's KO Position: Q1 2026 in Review

Strait & Sound Wealth Management held its Coca-Cola (KO) position steady in Q1 2026 at 5,080 shares worth $386K. The position accounts for 0.14% of the portfolio, ranked #109.

Strait & Sound Wealth Management first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $552K in Q1 2023. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Strait & Sound Wealth Management held 5,080 shares of Coca-Cola worth $386K as of Q1 2026.
Strait & Sound Wealth Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.14% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #109 holding.
Strait & Sound Wealth Management first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
Strait & Sound Wealth Management's Coca-Cola position peaked at $552K in Q1 2023.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.