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Wealth Management Associates’s Coca-Cola KO Stock Holding History

Wealth Management Associates’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 		$415K Sell
5,453
-304
-5% -$23K 0.14% 130
2025
Q4 		$403K Buy
5,757
+6
+0.1% +$418 0.14% 137
2025
Q3 		$381K Buy
5,751
+380
+7% +$26.2K 0.14% 142
2025
Q2 		$380K Sell
5,371
-573
-10% -$40.8K 0.15% 133
2025
Q1 		$426K Hold
5,944
– – 0.18% 105
2024
Q4 		$370K Sell
5,944
-34
-0.6% -$2.22K 0.16% 124
2024
Q3 		$430K Buy
5,978
+173
+3% +$11.8K 0.19% 116
2024
Q2 		$370K Hold
5,805
– – 0.17% 120
2024
Q1 		$370K Sell
5,805
-153
-3% -$9.19K 0.17% 120
2023
Q4 		$351K Buy
5,958
+156
+3% +$8.86K 0.19% 120
2023
Q3 		$325K Buy
5,802
+149
+3% +$8.94K 0.19% 115
2023
Q2 		$340K Sell
5,653
-128
-2% -$7.96K 0.19% 108
2023
Q1 		$359K Buy
5,781
+169
+3% +$10.2K 0.22% 101
2022
Q4 		$357K Sell
5,612
-332
-6% -$20K 0.24% 101
2022
Q3 		$333K Buy
5,944
+1
+0% +$62 0.23% 115
2022
Q2 		$374K Sell
5,943
-701
-11% -$44.4K 0.26% 103
2022
Q1 		$412K Buy
6,644
+961
+17% +$58.4K 0.23% 108
2021
Q4 		$337K Buy
5,683
+452
+9% +$25.2K 0.18% 142
2021
Q3 		$274K Buy
5,231
+258
+5% +$14.4K 0.16% 145
2021
Q2 		$269K Sell
4,973
-939
-16% -$51.1K 0.15% 156
2021
Q1 		$312K Buy
5,912
+195
+3% +$9.81K 0.2% 124
2020
Q4 		$314K Buy
5,717
+2
+0% +$103 0.21% 121
2020
Q3 		$282K Sell
5,715
-90
-2% -$4.33K 0.22% 116
2020
Q2 		$259K Sell
5,805
-1,602
-22% -$73.8K 0.22% 109
2020
Q1 		$328K Buy
7,407
+1,070
+17% +$57.8K 0.33% 78
2019
Q4 		$351K Sell
6,337
-98
-2% -$5.27K 0.25% 88
2019
Q3 		$350K Buy
6,435
+2,411
+60% +$129K 0.28% 84
2019
Q2 		$205K Buy
+4,024
New +$197K 0.2% 95

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 Management Associates's KO Position: Q1 2026 in Review

Wealth Management Associates reduced its Coca-Cola (KO) stake by 5.3% in Q1 2026, selling an estimated $23K and leaving 5,453 shares worth $415K. The position accounts for 0.14% of the portfolio, ranked #130.

Wealth Management Associates first reported a position in KO in Q2 2019 and has held it in 28 quarters since. The position peaked at $430K in Q3 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Wealth Management Associates held 5,453 shares of Coca-Cola worth $415K as of Q1 2026.
  • Wealth Management Associates sold 304 Coca-Cola shares in Q1 2026, an estimated $23K.
  • Coca-Cola made up 0.14% of Wealth Management Associates's portfolio in Q1 2026, its #130 holding.
  • Wealth Management Associates first reported a position in Coca-Cola in Q2 2019 and has held it in 28 quarters since.
  • Wealth Management Associates's Coca-Cola position peaked at $430K in Q3 2024.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.