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Trajan Wealth’s Coca-Cola KO Stock Holding History

Trajan 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
Q1 		$6.22M Buy
81,843
+4,820
+6% +$364K 0.25% 73
2025
Q4 		$5.38M Buy
77,023
+1,766
+2% +$123K 0.22% 77
2025
Q3 		$4.99M Buy
75,257
+1,482
+2% +$102K 0.22% 82
2025
Q2 		$5.22M Buy
73,775
+170
+0.2% +$12.1K 0.26% 71
2025
Q1 		$5.27M Buy
73,605
+64,200
+683% +$4.29M 0.29% 68
2024
Q4 		$586K Buy
9,405
+5,880
+167% +$384K 0.03% 122
2024
Q3 		$253K Sell
3,525
-4,800
-58% -$329K 0.01% 148
2024
Q2 		$530K Hold
8,325
– – 0.03% 127
2024
Q1 		$509K Buy
+8,325
New +$500K 0.03% 129

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

Trajan Wealth's KO Position: Q1 2026 in Review

Trajan Wealth increased its Coca-Cola (KO) stake by 6.3% in Q1 2026, buying an estimated $364K and bringing the position to 81,843 shares worth $6.22M. The position accounts for 0.25% of the portfolio, ranked #73.

Trajan Wealth first reported a position in KO in Q1 2024 and has held it in 9 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Trajan Wealth held 81,843 shares of Coca-Cola worth $6.22M as of Q1 2026.
  • Trajan Wealth bought 4,820 Coca-Cola shares in Q1 2026, an estimated $364K.
  • Coca-Cola made up 0.25% of Trajan Wealth's portfolio in Q1 2026, its #73 holding.
  • Trajan Wealth first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.