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

Tradition 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 		$447K Buy
5,873
+335
+6% +$25.3K 0.03% 310
2025
Q4 		$387K Buy
5,538
+183
+3% +$12.8K 0.03% 329
2025
Q3 		$355K Sell
5,355
-659
-11% -$45.4K 0.03% 341
2025
Q2 		$426K Buy
6,014
+64
+1% +$4.56K 0.03% 292
2025
Q1 		$426K Buy
5,950
+213
+4% +$14.2K 0.04% 276
2024
Q4 		$357K Buy
5,737
+167
+3% +$10.9K 0.03% 299
2024
Q3 		$400K Buy
5,570
+89
+2% +$6.09K 0.04% 274
2024
Q2 		$349K Buy
5,481
+47
+0.9% +$2.91K 0.03% 287
2024
Q1 		$332K Buy
5,434
+771
+17% +$46.3K 0.03% 291
2023
Q4 		$275K Buy
4,663
+1,477
+46% +$83.9K 0.03% 284
2023
Q3 		$178K Buy
3,186
+63
+2% +$3.78K 0.02% 326
2023
Q2 		$188K Buy
3,123
+352
+13% +$21.9K 0.02% 323
2023
Q1 		$172K Buy
2,771
+688
+33% +$41.7K 0.02% 325
2022
Q4 		$133K Sell
2,083
-5,265
-72% -$318K 0.02% 318
2022
Q3 		$412K Buy
7,348
+45
+0.6% +$2.8K 0.06% 175
2022
Q2 		$459K Buy
7,303
+332
+5% +$21K 0.07% 170
2022
Q1 		$432K Buy
6,971
+125
+2% +$7.6K 0.06% 208
2021
Q4 		$405K Buy
6,846
+12
+0.2% +$668 0.05% 204
2021
Q3 		$359K Buy
6,834
+90
+1% +$5.02K 0.05% 203
2021
Q2 		$365K Buy
6,744
+4,743
+237% +$258K 0.05% 213
2021
Q1 		$105K Buy
2,001
+146
+8% +$7.35K 0.02% 320
2020
Q4 		$102K Buy
+1,855
New +$95.9K 0.02% 305

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

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

Tradition Wealth Management increased its Coca-Cola (KO) stake by 6% in Q1 2026, buying an estimated $25.3K and bringing the position to 5,873 shares worth $447K. The position accounts for 0.03% of the portfolio, ranked #310.

Tradition Wealth Management first reported a position in KO in Q4 2020 and has held it in 22 quarters since. The position peaked at $459K in Q2 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Tradition Wealth Management held 5,873 shares of Coca-Cola worth $447K as of Q1 2026.
  • Tradition Wealth Management bought 335 Coca-Cola shares in Q1 2026, an estimated $25.3K.
  • Coca-Cola made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #310 holding.
  • Tradition Wealth Management first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Coca-Cola position peaked at $459K in Q2 2022.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.