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

Topsail 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	$394K	Buy	5,141 +97	+2%	+$7.33K	0.06%	108
2025 Q4	$353K	Buy	+5,044	New	+$352K	0.05%	117
2025 Q3	–	Sell	-2,957	Closed	-$211K	–	260
2025 Q2	$211K	Sell	2,957 -83	-3%	-$5.91K	0.04%	140
2025 Q1	$219K	Buy	+3,040	New	+$203K	0.04%	126

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

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

Topsail Wealth Management increased its Coca-Cola (KO) stake by 1.9% in Q1 2026, buying an estimated $7.33K and bringing the position to 5,141 shares worth $394K. The position accounts for 0.06% of the portfolio, ranked #108.

Topsail Wealth Management first reported a position in KO in Q1 2025 and has held it in 4 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Topsail Wealth Management held 5,141 shares of Coca-Cola worth $394K as of Q1 2026.
Topsail Wealth Management bought 97 Coca-Cola shares in Q1 2026, an estimated $7.33K.
Coca-Cola made up 0.06% of Topsail Wealth Management's portfolio in Q1 2026, its #108 holding.
Topsail Wealth Management first reported a position in Coca-Cola in Q1 2025 and has held it in 4 quarters since.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.