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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
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 $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

WealthCollab's KO Position: Q1 2026 in Review

WealthCollab reduced its Coca-Cola (KO) stake by 18% in Q1 2026, selling an estimated $5.07K and leaving 300 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #347.

WealthCollab first reported a position in KO in Q4 2023 and has held it in 10 quarters since. The position peaked at $33.1K in Q3 2024. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • WealthCollab held 300 shares of Coca-Cola worth $22.8K as of Q1 2026.
  • WealthCollab sold 67 Coca-Cola shares in Q1 2026, an estimated $5.07K.
  • Coca-Cola made up 0.01% of WealthCollab's portfolio in Q1 2026, its #347 holding.
  • WealthCollab first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • WealthCollab's Coca-Cola position peaked at $33.1K in Q3 2024.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.