Valley Wealth Managers’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.19M | Buy |
63,858
+1,167
| +2% | +$92.2K | 0.3% | 74 |
|
|
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
Valley Wealth Managers's KO Position: Q2 2026 in Review
Valley Wealth Managers increased its Coca-Cola (KO) stake by 1.9% in Q2 2026, buying an estimated $92.2K and bringing the position to 63,858 shares worth $5.19M. The position accounts for 0.3% of the portfolio, ranked #74.
Valley Wealth Managers first reported a position in KO in Q4 2016 and has held it in 27 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Valley Wealth Managers held 63,858 shares of Coca-Cola worth $5.19M as of Q2 2026.
- Valley Wealth Managers bought 1,167 Coca-Cola shares in Q2 2026, an estimated $92.2K.
- Coca-Cola made up 0.3% of Valley Wealth Managers's portfolio in Q2 2026, its #74 holding.
- Valley Wealth Managers first reported a position in Coca-Cola in Q4 2016 and has held it in 27 quarters since.
- 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.