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Wagner Wealth Management (South Carolina)’s Coca-Cola KO Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$279K Buy
3,434
+69
+2% +$5.45K 0.05% 124
2026
Q1 		$256K Buy
3,365
+75
+2% +$5.67K 0.05% 116
2025
Q4 		$230K Buy
3,290
+203
+7% +$14.2K 0.05% 124
2025
Q3 		$205K Buy
3,087
+12
+0.4% +$826 0.05% 120
2025
Q2 		$218K Buy
3,075
+13
+0.4% +$926 0.05% 117
2025
Q1 		$219K Buy
+3,062
New +$204K 0.05% 108
2022
Q4 		– Sell
-2,267
Closed -$127K – 493
2022
Q3 		$127K Buy
2,267
+781
+53% +$48.5K 0.09% 131
2022
Q2 		$93K Buy
+1,486
New +$94.2K 0.07% 153
2022
Q1 		– Sell
-2,140
Closed -$127K – 444
2021
Q4 		$127K Buy
2,140
+5
+0.2% +$278 0.1% 160
2021
Q3 		$120K Buy
2,135
+46
+2% +$2.56K 0.1% 157
2021
Q2 		$113K Buy
2,089
+623
+42% +$33.9K 0.08% 172
2021
Q1 		$77K Buy
+1,466
New +$73.8K 0.06% 196
2018
Q3 		$6.86M Sell
148,483
-3,998
-3% -$183K 4.57% 1
2018
Q2 		$6.69M Sell
152,481
-16,764
-10% -$724K 4.83% 1
2018
Q1 		$7.35M Sell
169,245
-8,150
-5% -$366K 5.6% 1
2017
Q4 		$8.17M Buy
+177,395
New +$8.15M 6.11% 1

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s KO Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its Coca-Cola (KO) stake by 2.1% in Q2 2026, buying an estimated $5.45K and bringing the position to 3,434 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #124.

Wagner Wealth Management (South Carolina) first reported a position in KO in Q4 2017 and has held it in 16 quarters since. The position peaked at $8.17M in Q4 2017. 3,609 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 3,434 shares of Coca-Cola worth $279K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 69 Coca-Cola shares in Q2 2026, an estimated $5.45K.
  • Coca-Cola made up 0.05% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #124 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Coca-Cola in Q4 2017 and has held it in 16 quarters since.
  • Wagner Wealth Management (South Carolina)'s Coca-Cola position peaked at $8.17M in Q4 2017.
  • 3,609 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.