Valley Wealth Managers’s Coca-Cola KO Stock Holding History

Valley Wealth Managers’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	$4.77M	Buy	62,691 +680	+1%	+$51.4K	0.31%	72
2025 Q4	$4.34M	Buy	62,011 +1,348	+2%	+$94K	0.28%	77
2025 Q3	$4.02M	Buy	60,663 +2,344	+4%	+$161K	0.27%	88
2025 Q2	$4.13M	Buy	58,319 +613	+1%	+$43.7K	0.3%	76
2025 Q1	$4.13M	Buy	57,706 +601	+1%	+$40.1K	0.31%	70
2024 Q4	$3.56M	Sell	57,105 -4,892	-8%	-$319K	0.27%	81
2024 Q3	$4.46M	Sell	61,997 -1,307	-2%	-$89.5K	0.33%	70
2024 Q2	$4.03M	Sell	63,304 -3,588	-5%	-$222K	0.32%	72
2024 Q1	$4.09M	Sell	66,892 -1,557	-2%	-$93.5K	0.31%	76
2023 Q4	$4.03M	Sell	68,449 -623	-0.9%	-$35.4K	0.31%	86
2023 Q3	$3.87M	Buy	69,072 +67,472	+4,217%	+$4.05M	0.32%	78
2023 Q2	$96.4K	Sell	1,600 -499	-24%	-$31K	0.01%	182
2023 Q1	$130K	Buy	2,099 +95	+5%	+$5.75K	0.01%	183
2022 Q4	$127K	Sell	2,004 -1,608	-45%	-$97.1K	0.01%	186
2022 Q3	$202K	Buy	3,612 +592	+20%	+$36.8K	0.02%	164
2022 Q2	$190K	Sell	3,020 -236	-7%	-$15K	0.02%	187
2022 Q1	$202K	Sell	3,256 -425	-12%	-$25.8K	0.02%	182
2021 Q4	$218K	Buy	+3,681	New	+$205K	0.02%	184
2021 Q3	–	Sell	-3,781	Closed	-$204K	–	196
2021 Q2	$204K	Buy	+3,781	New	+$206K	0.02%	196
2021 Q1	–	Sell	-3,838	Closed	-$210K	–	168
2020 Q4	$210K	Buy	+3,838	New	+$198K	0.02%	156
2020 Q2	–	Sell	-5,164	Closed	-$228K	–	171
2020 Q1	$228K	Sell	5,164 -2,544	-33%	-$137K	0.03%	151
2019 Q4	$426K	Buy	7,708 +100	+1%	+$5.38K	0.04%	143
2019 Q3	$414K	Sell	7,608 -2,225	-23%	-$119K	0.04%	149
2019 Q2	$501K	Buy	9,833 +2,489	+34%	+$122K	0.05%	141
2019 Q1	$344K	Buy	+7,344	New	+$343K	0.04%	170
2017 Q1	–	Sell	-53	Closed	-$2K	–	228
2016 Q4	$2K	Buy	+53	New	+$2.21K	﹤0.01%	224

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

Valley Wealth Managers's KO Position: Q1 2026 in Review

Valley Wealth Managers increased its Coca-Cola (KO) stake by 1.1% in Q1 2026, buying an estimated $51.4K and bringing the position to 62,691 shares worth $4.77M. The position accounts for 0.31% of the portfolio, ranked #72.

Valley Wealth Managers first reported a position in KO in Q4 2016 and has held it in 26 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Valley Wealth Managers held 62,691 shares of Coca-Cola worth $4.77M as of Q1 2026.
Valley Wealth Managers bought 680 Coca-Cola shares in Q1 2026, an estimated $51.4K.
Coca-Cola made up 0.31% of Valley Wealth Managers's portfolio in Q1 2026, its #72 holding.
Valley Wealth Managers first reported a position in Coca-Cola in Q4 2016 and has held it in 26 quarters since.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.