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WCG Wealth Advisors’s Coca-Cola KO Stock Holding History

WCG Wealth Advisors’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 		$3.94M Buy
51,764
+3,549
+7% +$268K 0.11% 180
2025
Q4 		$3.37M Buy
48,215
+26,936
+127% +$1.88M 0.09% 197
2025
Q3 		$1.41M Sell
21,279
-160
-0.7% -$11K 0.09% 191
2025
Q2 		$1.52M Buy
21,439
+128
+0.6% +$9.12K 0.1% 184
2025
Q1 		$1.53M Buy
21,311
+518
+2% +$34.6K 0.12% 162
2024
Q4 		$1.29M Buy
20,793
+124
+0.6% +$8.09K 0.09% 183
2024
Q3 		$1.49M Buy
20,669
+879
+4% +$60.2K 0.1% 182
2024
Q2 		$1.26M Sell
19,790
-502
-2% -$31.1K 0.09% 176
2024
Q1 		$1.24M Buy
20,292
+1,018
+5% +$61.2K 0.1% 168
2023
Q4 		$1.14M Sell
19,274
-6,942
-26% -$394K 0.08% 188
2023
Q3 		$1.55M Buy
+26,216
New +$1.57M 0.11% 154
2022
Q4 		– Sell
-5,945
Closed -$449K – 224
2022
Q3 		$449K Sell
5,945
-2,161
-27% -$134K 0.06% 194
2022
Q2 		$510K Buy
+8,106
New +$514K 0.07% 168

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

WCG Wealth Advisors's KO Position: Q1 2026 in Review

WCG Wealth Advisors increased its Coca-Cola (KO) stake by 7.4% in Q1 2026, buying an estimated $268K and bringing the position to 51,764 shares worth $3.94M. The position accounts for 0.11% of the portfolio, ranked #180.

WCG Wealth Advisors first reported a position in KO in Q2 2022 and has held it in 13 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • WCG Wealth Advisors held 51,764 shares of Coca-Cola worth $3.94M as of Q1 2026.
  • WCG Wealth Advisors bought 3,549 Coca-Cola shares in Q1 2026, an estimated $268K.
  • Coca-Cola made up 0.11% of WCG Wealth Advisors's portfolio in Q1 2026, its #180 holding.
  • WCG Wealth Advisors first reported a position in Coca-Cola in Q2 2022 and has held it in 13 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.