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

VanWeelden 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	$329K	Buy	4,045 +12	+0.3%	+$948	0.24%	14
2026 Q1	$307K	Hold	4,033	–	–	0.24%	28
2025 Q4	$282K	Buy	4,033 +26	+0.6%	+$1.81K	0.22%	17
2025 Q3	$266K	Buy	+4,007	New	+$276K	0.22%	15
2025 Q1	$285K	Hold	3,983	–	–	0.25%	15
2024 Q4	$248K	Buy	+3,983	New	+$260K	0.22%	19
2024 Q2	$279K	Buy	+3,945	New	+$244K	0.24%	16

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

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

VanWeelden Wealth Management increased its Coca-Cola (KO) stake by 0.3% in Q2 2026, buying an estimated $948 and bringing the position to 4,045 shares worth $329K. The position accounts for 0.24% of the portfolio, ranked #14.

VanWeelden Wealth Management first reported a position in KO in Q2 2024 and has held it in 7 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

VanWeelden Wealth Management held 4,045 shares of Coca-Cola worth $329K as of Q2 2026.
VanWeelden Wealth Management bought 12 Coca-Cola shares in Q2 2026, an estimated $948.
Coca-Cola made up 0.24% of VanWeelden Wealth Management's portfolio in Q2 2026, its #14 holding.
VanWeelden Wealth Management first reported a position in Coca-Cola in Q2 2024 and has held it in 7 quarters since.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on VanWeelden Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.