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Waterfront Wealth’s Coca-Cola KO Stock Holding History

Waterfront Wealth’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 		$223K Hold
2,938
– – 0.04% 268
2025
Q4 		$218K Sell
2,938
-269
-8% -$18.8K 0.04% 259
2025
Q3 		$227K Sell
3,207
-21
-0.7% -$1.45K 0.05% 244
2025
Q2 		$228K Sell
3,228
-16,294
-83% -$1.16M 0.05% 245
2025
Q1 		$1.4M Buy
19,522
+215
+1% +$14.4K 0.34% 87
2024
Q4 		$1.2M Buy
19,307
+699
+4% +$45.6K 0.29% 98
2024
Q3 		$1.23M Buy
18,608
+316
+2% +$21.6K 0.3% 96
2024
Q2 		$1.16M Buy
18,292
+353
+2% +$21.9K 0.32% 96
2024
Q1 		$1.1M Buy
17,939
+489
+3% +$29.4K 0.31% 98
2023
Q4 		$1.03M Buy
17,450
+365
+2% +$20.7K 0.3% 98
2023
Q3 		$924K Buy
17,085
+2,643
+18% +$159K 0.3% 104
2023
Q2 		$899K Buy
14,442
+888
+7% +$55.2K 0.27% 116
2023
Q1 		$841K Buy
13,554
+480
+4% +$29.1K 0.27% 109
2022
Q4 		$791K Sell
13,074
-67
-0.5% -$4.04K 0.27% 116
2022
Q3 		$784K Buy
13,141
+3,222
+32% +$200K 0.3% 101
2022
Q2 		$624K Buy
9,919
+2,790
+39% +$177K 0.25% 112
2022
Q1 		$452K Buy
7,129
+3,055
+75% +$186K 0.16% 142
2021
Q4 		$241K Buy
+4,074
New +$227K 0.1% 197

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Waterfront Wealth's KO Position: Q1 2026 in Review

Waterfront Wealth held its Coca-Cola (KO) position steady in Q1 2026 at 2,938 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #268.

Waterfront Wealth first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.4M in Q1 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Waterfront Wealth held 2,938 shares of Coca-Cola worth $223K as of Q1 2026.
  • Waterfront Wealth left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.04% of Waterfront Wealth's portfolio in Q1 2026, its #268 holding.
  • Waterfront Wealth first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • Waterfront Wealth's Coca-Cola position peaked at $1.4M in Q1 2025.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Waterfront Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.