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Wealth Dimensions Group’s Coca-Cola KO Stock Holding History

Wealth Dimensions 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
Q2 		$487K Sell
5,998
-11
-0.2% -$869 0.09% 108
2026
Q1 		$457K Buy
6,009
+297
+5% +$22.5K 0.09% 111
2025
Q4 		$399K Sell
5,712
-654
-10% -$45.6K 0.08% 117
2025
Q3 		$422K Sell
6,366
-493
-7% -$33.9K 0.09% 111
2025
Q2 		$485K Buy
6,859
+74
+1% +$5.27K 0.11% 104
2025
Q1 		$486K Sell
6,785
-528
-7% -$35.3K 0.12% 101
2024
Q4 		$455K Buy
7,313
+109
+2% +$7.12K 0.11% 98
2024
Q3 		$518K Sell
7,204
-371
-5% -$25.4K 0.13% 82
2024
Q2 		$482K Sell
7,575
-218
-3% -$13.5K 0.14% 83
2024
Q1 		$477K Sell
7,793
-213
-3% -$12.8K 0.14% 84
2023
Q4 		$472K Sell
8,006
-313
-4% -$17.8K 0.15% 78
2023
Q3 		$466K Sell
8,319
-54
-0.6% -$3.24K 0.17% 77
2023
Q2 		$504K Buy
8,373
+547
+7% +$34K 0.18% 76
2023
Q1 		$485K Sell
7,826
-32
-0.4% -$1.94K 0.19% 73
2022
Q4 		$500K Buy
7,858
+1,471
+23% +$88.8K 0.2% 71
2022
Q3 		$358K Sell
6,387
-44
-0.7% -$2.73K 0.18% 85
2022
Q2 		$405K Sell
6,431
-66
-1% -$4.18K 0.19% 79
2022
Q1 		$403K Buy
6,497
+273
+4% +$16.6K 0.19% 88
2021
Q4 		$369K Buy
6,224
+1,589
+34% +$88.5K 0.18% 92
2021
Q3 		$243K Sell
4,635
-496
-10% -$27.6K 0.16% 110
2021
Q2 		$278K Sell
5,131
-18
-0.3% -$979 0.19% 97
2021
Q1 		$271K Sell
5,149
-200
-4% -$10.1K 0.21% 93
2020
Q4 		$293K Buy
+5,349
New +$277K 0.25% 79

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Dimensions Group's KO Position: Q2 2026 in Review

Wealth Dimensions Group reduced its Coca-Cola (KO) stake by 0.18% in Q2 2026, selling an estimated $869 and leaving 5,998 shares worth $487K. The position accounts for 0.09% of the portfolio, ranked #108.

Wealth Dimensions Group first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $518K in Q3 2024. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Wealth Dimensions Group held 5,998 shares of Coca-Cola worth $487K as of Q2 2026.
  • Wealth Dimensions Group sold 11 Coca-Cola shares in Q2 2026, an estimated $869.
  • Coca-Cola made up 0.09% of Wealth Dimensions Group's portfolio in Q2 2026, its #108 holding.
  • Wealth Dimensions Group first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's Coca-Cola position peaked at $518K in Q3 2024.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.