WealthShield Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $835K | Sell |
10,976
-9,078
| -45% | -$686K | 0.09% | 202 |
|
|
2025
Q4 | $1.4M | Buy |
20,054
+500
| +3% | +$34.9K | 0.15% | 144 |
|
|
2025
Q3 | $1.3M | Buy |
19,554
+128
| +0.7% | +$8.81K | 0.15% | 151 |
|
|
2025
Q2 | $1.37M | Sell |
19,426
-602
| -3% | -$42.9K | 0.17% | 146 |
|
|
2025
Q1 | $1.44M | Buy |
20,028
+2,780
| +16% | +$186K | 0.18% | 130 |
|
|
2024
Q4 | $1.07M | Sell |
17,248
-757
| -4% | -$49.4K | 0.15% | 142 |
|
|
2024
Q3 | $1.3M | Buy |
18,005
+1,201
| +7% | +$82.2K | 0.18% | 130 |
|
|
2024
Q2 | $1.08M | Buy |
16,804
+644
| +4% | +$39.9K | 0.16% | 142 |
|
|
2024
Q1 | $996K | Sell |
16,160
-2,365
| -13% | -$142K | 0.16% | 143 |
|
|
2023
Q4 | $1.09M | Sell |
18,525
-1,400
| -7% | -$79.5K | 0.18% | 139 |
|
|
2023
Q3 | $1.12M | Sell |
19,925
-1,101
| -5% | -$66K | 0.17% | 134 |
|
|
2023
Q2 | $1.28M | Buy |
21,026
+7,689
| +58% | +$478K | 0.19% | 127 |
|
|
2023
Q1 | $833K | Buy |
13,337
+797
| +6% | +$48.3K | 0.13% | 164 |
|
|
2022
Q4 | $798K | Buy |
12,540
+234
| +2% | +$14.1K | 0.15% | 159 |
|
|
2022
Q3 | $695K | Buy |
12,306
+103
| +0.8% | +$6.4K | 0.14% | 170 |
|
|
2022
Q2 | $773K | Buy |
12,203
+719
| +6% | +$45.6K | 0.15% | 158 |
|
|
2022
Q1 | $717K | Sell |
11,484
-68
| -0.6% | -$4.13K | 0.11% | 188 |
|
|
2021
Q4 | $684K | Buy |
11,552
+1,653
| +17% | +$92K | 0.11% | 169 |
|
|
2021
Q3 | $520K | Sell |
9,899
-1,545
| -14% | -$86.1K | 0.14% | 135 |
|
|
2021
Q2 | $619K | Buy |
11,444
+1,686
| +17% | +$91.7K | 0.1% | 145 |
|
|
2021
Q1 | $514K | Sell |
9,758
-19,909
| -67% | -$1M | 0.09% | 156 |
|
|
2020
Q4 | $1.63M | Buy |
29,667
+2,533
| +9% | +$131K | 0.3% | 74 |
|
|
2020
Q3 | $1.34M | Buy |
27,134
+254
| +0.9% | +$12.2K | 0.47% | 56 |
|
|
2020
Q2 | $1.2M | Buy |
26,880
+4,696
| +21% | +$216K | 0.55% | 45 |
|
|
2020
Q1 | $982K | Sell |
22,184
-3,911
| -15% | -$211K | 0.6% | 40 |
|
|
2019
Q4 | $1.44M | Buy |
26,095
+2,518
| +11% | +$135K | 0.7% | 28 |
|
|
2019
Q3 | $1.28M | Buy |
23,577
+2,357
| +11% | +$126K | 0.68% | 29 |
|
|
2019
Q2 | $1.08M | Buy |
21,220
+1,597
| +8% | +$78.3K | 0.63% | 31 |
|
|
2019
Q1 | $920K | Buy |
19,623
+3,879
| +25% | +$181K | 0.51% | 45 |
|
|
2018
Q4 | $745K | Buy |
15,744
+73
| +0.5% | +$3.49K | 0.51% | 39 |
|
|
2018
Q3 | $730K | Sell |
15,671
-37
| -0.2% | -$1.69K | 0.42% | 44 |
|
|
2018
Q2 | $695K | Sell |
15,708
-1,959
| -11% | -$84.6K | 0.42% | 43 |
|
|
2018
Q1 | $774K | Sell |
17,667
-246
| -1% | -$11.1K | 0.49% | 41 |
|
|
2017
Q4 | $816K | Buy |
+17,913
| New | +$823K | 0.5% | 41 |
|
Other funds holding KO
VCM
VPM
WealthShield Partners's KO Position: Q1 2026 in Review
WealthShield Partners reduced its Coca-Cola (KO) stake by 45% in Q1 2026, selling an estimated $686K and leaving 10,976 shares worth $835K. The position accounts for 0.09% of the portfolio, ranked #202.
WealthShield Partners first reported a position in KO in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.63M in Q4 2020. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- WealthShield Partners held 10,976 shares of Coca-Cola worth $835K as of Q1 2026.
- WealthShield Partners sold 9,078 Coca-Cola shares in Q1 2026, an estimated $686K.
- Coca-Cola made up 0.09% of WealthShield Partners's portfolio in Q1 2026, its #202 holding.
- WealthShield Partners first reported a position in Coca-Cola in Q4 2017 and has held it in 34 quarters since.
- WealthShield Partners's Coca-Cola position peaked at $1.63M in Q4 2020.
- 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.