WQ
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Wealth Quarterback’s Coca-Cola KO Stock Holding History

Wealth Quarterback’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 		$1.24M Sell
15,314
-196
-1% -$15.5K 0.38% 48
2026
Q1 		$1.18M Sell
15,510
-654
-4% -$49.4K 0.46% 46
2025
Q4 		$1.13M Buy
16,164
+309
+2% +$21.5K 0.41% 45
2025
Q3 		$1.05M Buy
15,855
+205
+1% +$14.1K 0.41% 53
2025
Q2 		$1.11M Buy
15,650
+288
+2% +$20.5K 0.52% 43
2025
Q1 		$1.1M Sell
15,362
-2,306
-13% -$154K 0.62% 37
2024
Q4 		$1.1M Sell
17,668
-2,056
-10% -$134K 0.52% 37
2024
Q3 		$1.42M Buy
19,724
+2,716
+16% +$186K 0.74% 29
2024
Q2 		$1.08M Buy
17,008
+77
+0.5% +$4.77K 0.61% 31
2024
Q1 		$1.04M Sell
16,931
-523
-3% -$31.4K 0.58% 34
2023
Q4 		$1.03M Buy
17,454
+537
+3% +$30.5K 0.63% 29
2023
Q3 		$947K Buy
16,917
+1,323
+8% +$79.3K 0.82% 29
2023
Q2 		$939K Buy
15,594
+425
+3% +$26.4K 0.65% 30
2023
Q1 		$941K Buy
15,169
+371
+3% +$22.5K 0.8% 26
2022
Q4 		$941K Buy
14,798
+285
+2% +$17.2K 0.78% 26
2022
Q3 		$813K Sell
14,513
-119
-0.8% -$7.4K 0.86% 32
2022
Q2 		$921K Buy
+14,632
New +$928K 0.72% 27
2021
Q3 		$920K Buy
30,585
+11,338
+59% +$632K 0.61% 34
2021
Q2 		$1.04M Buy
+19,247
New +$1.05M 0.63% 32
2020
Q4 		$765K Buy
13,950
+1,890
+16% +$97.7K 0.64% 40
2020
Q3 		$539K Hold
12,060
– – 0.49% 55
2020
Q2 		$539K Buy
12,060
+3,622
+43% +$167K 0.49% 55
2020
Q1 		$424K Sell
8,438
-12,359
-59% -$667K 0.39% 59
2019
Q4 		$284K Buy
+20,797
New +$1.12M 0.25% 86

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 Quarterback's KO Position: Q2 2026 in Review

Wealth Quarterback reduced its Coca-Cola (KO) stake by 1.3% in Q2 2026, selling an estimated $15.5K and leaving 15,314 shares worth $1.24M. The position accounts for 0.38% of the portfolio, ranked #48.

Wealth Quarterback first reported a position in KO in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.42M in Q3 2024. 3,637 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Wealth Quarterback held 15,314 shares of Coca-Cola worth $1.24M as of Q2 2026.
  • Wealth Quarterback sold 196 Coca-Cola shares in Q2 2026, an estimated $15.5K.
  • Coca-Cola made up 0.38% of Wealth Quarterback's portfolio in Q2 2026, its #48 holding.
  • Wealth Quarterback first reported a position in Coca-Cola in Q4 2019 and has held it in 24 quarters since.
  • Wealth Quarterback's Coca-Cola position peaked at $1.42M in Q3 2024.
  • 3,637 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.