Wallace Advisory Group’s Coca-Cola KO Stock Holding History

Wallace Advisory Group’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	$226K	Buy	2,976 +114	+4%	+$8.62K	0.24%	114
2025 Q4	$200K	Sell	2,862 -3,998	-58%	-$279K	0.21%	126
2025 Q3	$485K	Sell	6,860 -957	-12%	-$65.9K	0.39%	77
2025 Q2	$560K	Buy	7,817 +322	+4%	+$22.9K	0.41%	70
2025 Q1	$467K	Sell	7,495 -18	-0.2%	-$1.2K	0.32%	92
2024 Q4	$540K	Buy	7,513 +172	+2%	+$11.2K	0.37%	75
2024 Q3	$467K	Sell	7,341 -105	-1%	-$7.19K	0.34%	77
2024 Q2	$474K	Buy	7,446 +315	+4%	+$19.5K	0.34%	77
2024 Q1	$420K	Buy	7,131 +155	+2%	+$9.31K	0.32%	88
2023 Q4	$391K	Sell	6,976 -110	-2%	-$6.25K	0.31%	83
2023 Q3	$427K	Buy	7,086 +608	+9%	+$36.5K	0.31%	86
2023 Q2	$402K	Hold	6,478	–	–	0.31%	94
2023 Q1	$402K	Buy	6,478 +130	+2%	+$7.87K	0.31%	94
2022 Q4	$404K	Buy	+6,348	New	+$383K	0.32%	87

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

Wallace Advisory Group's KO Position: Q1 2026 in Review

Wallace Advisory Group increased its Coca-Cola (KO) stake by 4% in Q1 2026, buying an estimated $8.62K and bringing the position to 2,976 shares worth $226K. The position accounts for 0.24% of the portfolio, ranked #114.

Wallace Advisory Group first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $560K in Q2 2025. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Wallace Advisory Group held 2,976 shares of Coca-Cola worth $226K as of Q1 2026.
Wallace Advisory Group bought 114 Coca-Cola shares in Q1 2026, an estimated $8.62K.
Coca-Cola made up 0.24% of Wallace Advisory Group's portfolio in Q1 2026, its #114 holding.
Wallace Advisory Group first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's Coca-Cola position peaked at $560K in Q2 2025.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.