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

TopTier 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 Q2	–	Sell	-42	Closed	-$3.19K	–	454
2026 Q1	$3.19K	Buy	+42	New	+$3.17K	﹤0.01%	390

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TopTier Wealth Management's KO Position: Q2 2026 in Review

TopTier Wealth Management sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 42 shares — an estimated $3.19K sold.

TopTier Wealth Management first reported a position in KO in Q1 2026 and held it in 1 quarter. The position peaked at $3.19K in Q1 2026. 3,609 funds tracked by Wall St. Rank hold KO as of Q2 2026.

TopTier Wealth Management reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
TopTier Wealth Management sold 42 Coca-Cola shares in Q2 2026, an estimated $3.19K.
TopTier Wealth Management first reported a position in Coca-Cola in Q1 2026 and held it in 1 quarter.
TopTier Wealth Management's Coca-Cola position peaked at $3.19K in Q1 2026.
3,609 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.