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Three Seasons Wealth’s Coca-Cola KO Stock Holding History

Three Seasons Wealth’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 		$669K Hold
8,228
– – 0.06% 115
2026
Q1 		$630K Hold
8,228
– – 0.24% 103
2025
Q4 		$575K Sell
8,228
-5,219
-39% -$364K 0.05% 100
2025
Q3 		$898K Buy
13,447
+5,144
+62% +$354K 0.09% 54
2025
Q2 		$592K Buy
8,303
+286
+4% +$20.4K 0.07% 53
2025
Q1 		$578K Sell
8,017
-3
-0% -$200 0.29% 53
2024
Q4 		$499K Buy
8,020
+3
+0% +$196 0.24% 77
2024
Q3 		$580K Buy
+8,017
New +$549K 0.31% 66

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Three Seasons Wealth's KO Position: Q2 2026 in Review

Three Seasons Wealth held its Coca-Cola (KO) position steady in Q2 2026 at 8,228 shares worth $669K. The position accounts for 0.06% of the portfolio, ranked #115.

Three Seasons Wealth first reported a position in KO in Q3 2024 and has held it in 8 quarters since. The position peaked at $898K in Q3 2025. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Three Seasons Wealth held 8,228 shares of Coca-Cola worth $669K as of Q2 2026.
  • Three Seasons Wealth left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.06% of Three Seasons Wealth's portfolio in Q2 2026, its #115 holding.
  • Three Seasons Wealth first reported a position in Coca-Cola in Q3 2024 and has held it in 8 quarters since.
  • Three Seasons Wealth's Coca-Cola position peaked at $898K in Q3 2025.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Three Seasons Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.