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 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 $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

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

VanWeelden Wealth Management held its Coca-Cola (KO) position steady in Q1 2026 at 4,033 shares worth $307K. The position accounts for 0.24% of the portfolio, ranked #28.

VanWeelden Wealth Management first reported a position in KO in Q2 2024 and has held it in 6 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

VanWeelden Wealth Management held 4,033 shares of Coca-Cola worth $307K as of Q1 2026.
VanWeelden Wealth Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.24% of VanWeelden Wealth Management's portfolio in Q1 2026, its #28 holding.
VanWeelden Wealth Management first reported a position in Coca-Cola in Q2 2024 and has held it in 6 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on VanWeelden Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.