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WealthCollab’s Coca-Cola KO Stock Holding History

WealthCollab’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 		$51.4K Buy
633
+333
+111% +$26.3K 0.02% 235
2026
Q1 		$22.8K Sell
300
-67
-18% -$5.07K 0.01% 347
2025
Q4 		$25.7K Buy
367
+67
+22% +$4.67K 0.01% 332
2025
Q3 		$19.9K Hold
300
– – 0.01% 359
2025
Q2 		$21.2K Hold
300
– – 0.01% 323
2025
Q1 		$21.5K Hold
300
– – 0.01% 305
2024
Q4 		$18.7K Sell
300
-161
-35% -$10.5K 0.01% 328
2024
Q3 		$33.1K Hold
461
– – 0.02% 220
2024
Q2 		$29.3K Hold
461
– – 0.02% 222
2024
Q1 		$28.2K Buy
461
+164
+55% +$9.85K 0.02% 240
2023
Q4 		$17.5K Buy
+297
New +$16.9K 0.01% 302

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

WealthCollab's KO Position: Q2 2026 in Review

WealthCollab increased its Coca-Cola (KO) stake by 111% in Q2 2026, buying an estimated $26.3K and bringing the position to 633 shares worth $51.4K. The position accounts for 0.02% of the portfolio, ranked #235.

WealthCollab first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • WealthCollab held 633 shares of Coca-Cola worth $51.4K as of Q2 2026.
  • WealthCollab bought 333 Coca-Cola shares in Q2 2026, an estimated $26.3K.
  • Coca-Cola made up 0.02% of WealthCollab's portfolio in Q2 2026, its #235 holding.
  • WealthCollab first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.