Waypoint Wealth Counsel’s Coca-Cola KO Stock Holding History

Waypoint Wealth Counsel’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	$9.3M	Sell	122,322 -3,596	-3%	-$272K	4.81%	3
2025 Q4	$8.8M	Sell	125,918 -817	-0.6%	-$57K	3.23%	7
2025 Q3	$8.41M	Sell	126,735 -173	-0.1%	-$11.9K	3.32%	8
2025 Q2	$8.98M	Buy	126,908 +120,542	+1,894%	+$8.59M	4.45%	5
2025 Q1	$456K	Buy	6,366 +375	+6%	+$25K	0.29%	59
2024 Q4	$373K	Buy	5,991 +637	+12%	+$41.6K	0.24%	59
2024 Q3	$385K	Buy	5,354 +534	+11%	+$36.6K	0.26%	61
2024 Q2	$307K	Buy	4,820 +40	+0.8%	+$2.48K	0.23%	61
2024 Q1	$292K	Buy	4,780 +153	+3%	+$9.19K	0.23%	75
2023 Q4	$273K	Sell	4,627 -244	-5%	-$13.9K	0.23%	75
2023 Q3	$273K	Sell	4,871 -16	-0.3%	-$960	0.26%	63
2023 Q2	$294K	Buy	4,887 +184	+4%	+$11.4K	0.26%	64
2023 Q1	$292K	Buy	4,703 +135	+3%	+$8.17K	0.23%	67
2022 Q4	$291K	Buy	+4,568	New	+$276K	0.23%	71

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

Waypoint Wealth Counsel's KO Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Coca-Cola (KO) stake by 2.9% in Q1 2026, selling an estimated $272K and leaving 122,322 shares worth $9.3M. The position accounts for 4.81% of the portfolio, ranked #3.

Waypoint Wealth Counsel first reported a position in KO in Q4 2022 and has held it in 14 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Waypoint Wealth Counsel held 122,322 shares of Coca-Cola worth $9.3M as of Q1 2026.
Waypoint Wealth Counsel sold 3,596 Coca-Cola shares in Q1 2026, an estimated $272K.
Coca-Cola made up 4.81% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #3 holding.
Waypoint Wealth Counsel first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.