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Strategic Wealth Investment Group’s Coca-Cola KO Stock Holding History

Strategic Wealth Investment Group’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 		$313K Sell
4,114
-79
-2% -$5.97K 0.04% 80
2025
Q4 		$293K Sell
4,193
-6,075
-59% -$424K 0.04% 80
2025
Q3 		$681K Buy
10,268
+7,063
+220% +$486K 0.06% 73
2025
Q2 		$227K Hold
3,205
– – 0.33% 48
2025
Q1 		$230K Sell
3,205
-12,566
-80% -$839K 0.4% 47
2024
Q4 		$982K Sell
15,771
-2,020
-11% -$132K 0.11% 71
2024
Q3 		$1.28M Sell
17,791
-92,381
-84% -$6.33M 0.14% 68
2024
Q2 		$6.97M Buy
+110,172
New +$6.82M 0.88% 37
2023
Q4 		$14.7M Buy
249,859
+20,271
+9% +$1.15M 2.21% 14
2023
Q3 		$12.9M Buy
229,588
+25,776
+13% +$1.55M 2.33% 12
2023
Q2 		$12.3M Buy
203,812
+26,935
+15% +$1.68M 1.95% 15
2023
Q1 		$11M Buy
176,877
+29,130
+20% +$1.76M 2.03% 15
2022
Q4 		$8.84M Buy
147,747
+20,964
+17% +$1.27M 2.04% 15
2022
Q3 		$7.1M Buy
126,783
+7,815
+7% +$486K 2.04% 14
2022
Q2 		$7.48M Sell
118,968
-28,176
-19% -$1.79M 1.87% 13
2022
Q1 		$9.12M Buy
147,144
+16,451
+13% +$1M 2.18% 11
2021
Q4 		$7.74M Buy
130,693
+15,772
+14% +$878K 2.01% 12
2021
Q3 		$6.01M Buy
114,921
+21,268
+23% +$1.19M 1.8% 13
2021
Q2 		$5.07M Buy
93,653
+22,823
+32% +$1.24M 1.8% 13
2021
Q1 		$3.73M Buy
70,830
+15,267
+27% +$768K 1.79% 13
2020
Q4 		$3.05M Buy
55,563
+7,694
+16% +$398K 1.79% 13
2020
Q3 		$2.36M Buy
47,869
+6,823
+17% +$328K 1.78% 13
2020
Q2 		$1.83M Buy
41,046
+5,255
+15% +$242K 1.8% 14
2020
Q1 		$1.58M Buy
35,791
+3,173
+10% +$171K 2.58% 14
2019
Q4 		$1.8M Buy
+32,618
New +$1.75M 1.87% 17

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

Strategic Wealth Investment Group's KO Position: Q1 2026 in Review

Strategic Wealth Investment Group reduced its Coca-Cola (KO) stake by 1.9% in Q1 2026, selling an estimated $5.97K and leaving 4,114 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #80.

Strategic Wealth Investment Group first reported a position in KO in Q4 2019 and has held it in 25 quarters since. The position peaked at $14.7M in Q4 2023. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Strategic Wealth Investment Group held 4,114 shares of Coca-Cola worth $313K as of Q1 2026.
  • Strategic Wealth Investment Group sold 79 Coca-Cola shares in Q1 2026, an estimated $5.97K.
  • Coca-Cola made up 0.04% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #80 holding.
  • Strategic Wealth Investment Group first reported a position in Coca-Cola in Q4 2019 and has held it in 25 quarters since.
  • Strategic Wealth Investment Group's Coca-Cola position peaked at $14.7M in Q4 2023.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2026, filed 11 May 2026.