ViaWealth’s Coca-Cola KO Stock Holding History

ViaWealth’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	$565K	Buy	7,426 +38	+0.5%	+$2.87K	0.31%	93
2025 Q4	$516K	Sell	7,388 -707	-9%	-$49.3K	0.29%	96
2025 Q3	$537K	Sell	8,095 -886	-10%	-$61K	0.29%	96
2025 Q2	$635K	Sell	8,981 -477	-5%	-$34K	0.38%	86
2025 Q1	$677K	Hold	9,458	–	–	0.42%	76
2024 Q4	$589K	Sell	9,458 -755	-7%	-$49.3K	0.36%	85
2024 Q3	$734K	Buy	10,213 +5	+0%	+$342	0.43%	76
2024 Q2	$650K	Buy	10,208 +5	+0%	+$310	0.4%	74
2024 Q1	$624K	Buy	10,203 +725	+8%	+$43.6K	0.39%	83
2023 Q4	$559K	Buy	9,478 +10	+0.1%	+$568	0.38%	90
2023 Q3	$530K	Sell	9,468 -1,020	-10%	-$61.2K	0.39%	85
2023 Q2	$632K	Buy	10,488 +12	+0.1%	+$747	0.47%	68
2023 Q1	$650K	Buy	10,476 +325	+3%	+$19.7K	0.51%	65
2022 Q4	$636K	Buy	+10,151	New	+$613K	0.52%	66

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

ViaWealth's KO Position: Q1 2026 in Review

ViaWealth increased its Coca-Cola (KO) stake by 0.51% in Q1 2026, buying an estimated $2.87K and bringing the position to 7,426 shares worth $565K. The position accounts for 0.31% of the portfolio, ranked #93.

ViaWealth first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $734K in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

ViaWealth held 7,426 shares of Coca-Cola worth $565K as of Q1 2026.
ViaWealth bought 38 Coca-Cola shares in Q1 2026, an estimated $2.87K.
Coca-Cola made up 0.31% of ViaWealth's portfolio in Q1 2026, its #93 holding.
ViaWealth first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Coca-Cola position peaked at $734K in Q3 2024.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.