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Wealth Alliance’s Coca-Cola KO Stock Holding History

Wealth Alliance’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 		$1.1M Buy
14,497
+2,119
+17% +$160K 0.11% 170
2025
Q4 		$865K Buy
12,378
+109
+0.9% +$7.6K 0.08% 205
2025
Q3 		$814K Sell
12,269
-1,315
-10% -$90.5K 0.08% 206
2025
Q2 		$961K Sell
13,584
-4,047
-23% -$288K 0.11% 173
2025
Q1 		$1.26M Buy
17,631
+2,833
+19% +$189K 0.15% 132
2024
Q4 		$921K Buy
14,798
+123
+0.8% +$8.03K 0.11% 173
2024
Q3 		$1.05M Buy
14,675
+1,399
+11% +$95.8K 0.13% 159
2024
Q2 		$845K Sell
13,276
-333
-2% -$20.6K 0.11% 172
2024
Q1 		$833K Buy
13,609
+204
+2% +$12.3K 0.11% 185
2023
Q4 		$790K Buy
13,405
+1,590
+13% +$90.3K 0.11% 184
2023
Q3 		$661K Buy
11,815
+233
+2% +$14K 0.1% 193
2023
Q2 		$697K Buy
11,582
+565
+5% +$35.1K 0.1% 194
2023
Q1 		$683K Sell
11,017
-429
-4% -$26K 0.11% 190
2022
Q4 		$728K Buy
11,446
+2,995
+35% +$181K 0.13% 179
2022
Q3 		$473K Sell
8,451
-1,113
-12% -$69.2K 0.09% 224
2022
Q2 		$601K Buy
9,564
+1,295
+16% +$82.1K 0.12% 188
2022
Q1 		$513K Sell
8,269
-3,448
-29% -$210K 0.1% 212
2021
Q4 		$694K Sell
11,717
-2,001
-15% -$111K 0.14% 168
2021
Q3 		$720K Sell
13,718
-470
-3% -$26.2K 0.16% 143
2021
Q2 		$768K Buy
14,188
+4,441
+46% +$242K 0.18% 135
2021
Q1 		$514K Sell
9,747
-2,497
-20% -$126K 0.14% 172
2020
Q4 		$672K Sell
12,244
-3,017
-20% -$156K 0.2% 131
2020
Q3 		$753K Sell
15,261
-340
-2% -$16.4K 0.27% 87
2020
Q2 		$697K Sell
15,601
-3,443
-18% -$159K 0.28% 91
2020
Q1 		$843K Buy
19,044
+2,716
+17% +$147K 0.45% 60
2019
Q4 		$904K Buy
+16,328
New +$878K 0.64% 42

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

Wealth Alliance's KO Position: Q1 2026 in Review

Wealth Alliance increased its Coca-Cola (KO) stake by 17% in Q1 2026, buying an estimated $160K and bringing the position to 14,497 shares worth $1.1M. The position accounts for 0.11% of the portfolio, ranked #170.

Wealth Alliance first reported a position in KO in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.26M in Q1 2025. 3,558 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Wealth Alliance held 14,497 shares of Coca-Cola worth $1.1M as of Q1 2026.
  • Wealth Alliance bought 2,119 Coca-Cola shares in Q1 2026, an estimated $160K.
  • Coca-Cola made up 0.11% of Wealth Alliance's portfolio in Q1 2026, its #170 holding.
  • Wealth Alliance first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • Wealth Alliance's Coca-Cola position peaked at $1.26M in Q1 2025.
  • 3,558 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.