WealthPoint Financial’s Coca-Cola KO Stock Holding History

WealthPoint Financial’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	$301K	Sell	3,963 -163	-4%	-$12.3K	0.25%	97
2025 Q4	$288K	Buy	+4,126	New	+$288K	0.25%	93

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthPoint Financial's KO Position: Q1 2026 in Review

WealthPoint Financial reduced its Coca-Cola (KO) stake by 4% in Q1 2026, selling an estimated $12.3K and leaving 3,963 shares worth $301K. The position accounts for 0.25% of the portfolio, ranked #97.

WealthPoint Financial first reported a position in KO in Q4 2025 and has held it in 2 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

WealthPoint Financial held 3,963 shares of Coca-Cola worth $301K as of Q1 2026.
WealthPoint Financial sold 163 Coca-Cola shares in Q1 2026, an estimated $12.3K.
Coca-Cola made up 0.25% of WealthPoint Financial's portfolio in Q1 2026, its #97 holding.
WealthPoint Financial first reported a position in Coca-Cola in Q4 2025 and has held it in 2 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on WealthPoint Financial's 13F filing for Q1 2026, filed 23 Apr 2026.