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Wealthspire Advisors (New York)’s Coca-Cola KO Stock Holding History

Wealthspire Advisors (New York)’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 		$13.5M Sell
177,073
-7,566
-4% -$572K 0.11% 95
2025
Q4 		$12.9M Buy
184,639
+42,605
+30% +$2.97M 0.1% 97
2025
Q3 		$9.42M Sell
142,034
-151,314
-52% -$10.4M 0.05% 119
2025
Q2 		$20.8M Buy
293,348
+468
+0.2% +$33.3K 0.12% 77
2025
Q1 		$21M Buy
292,880
+147,510
+101% +$9.85M 0.13% 78
2024
Q4 		$9.05M Buy
145,370
+6,460
+5% +$422K 0.09% 108
2024
Q3 		$9.98M Sell
138,910
-4,392
-3% -$301K 0.1% 102
2024
Q2 		$9.12M Sell
143,302
-1,385
-1% -$85.7K 0.12% 85
2024
Q1 		$8.85M Buy
144,687
+6,387
+5% +$384K 0.12% 83
2023
Q4 		$8.15M Sell
138,300
-8,389
-6% -$477K 0.12% 84
2023
Q3 		$8.21M Buy
146,689
+9,939
+7% +$596K 0.14% 79
2023
Q2 		$8.24M Sell
136,750
-317
-0.2% -$19.7K 0.13% 77
2023
Q1 		$8.5M Sell
137,067
-12,564
-8% -$761K 0.15% 74
2022
Q4 		$9.52M Buy
149,631
+9,654
+7% +$583K 0.17% 70
2022
Q3 		$7.84M Buy
139,977
+34,292
+32% +$2.13M 0.16% 76
2022
Q2 		$6.65M Buy
105,685
+14,067
+15% +$892K 0.14% 75
2022
Q1 		$5.68M Sell
91,618
-22,254
-20% -$1.35M 0.13% 69
2021
Q4 		$6.74M Buy
113,872
+9,683
+9% +$539K 0.15% 69
2021
Q3 		$5.47M Buy
104,189
+19,071
+22% +$1.06M 0.11% 91
2021
Q2 		$4.61M Sell
85,118
-47,228
-36% -$2.57M 0.12% 70
2021
Q1 		$6.98M Buy
132,346
+15,600
+13% +$785K 0.17% 72
2020
Q4 		$6.4M Buy
116,746
+88,748
+317% +$4.59M 0.19% 64
2020
Q3 		$1.38M Buy
27,998
+5,596
+25% +$269K 0.08% 106
2020
Q2 		$1M Sell
22,402
-108,211
-83% -$4.98M 0.07% 107
2020
Q1 		$5.78M Buy
130,613
+115,393
+758% +$6.23M 0.24% 60
2019
Q4 		$842K Buy
15,220
+3,430
+29% +$184K 0.06% 73
2019
Q3 		$642K Buy
+11,790
New +$631K 0.05% 72
2019
Q1 		– Sell
-4,420
Closed -$209K – 454
2018
Q4 		$209K Buy
+4,420
New +$212K 0.02% 65

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

Wealthspire Advisors (New York)'s KO Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Coca-Cola (KO) stake by 4.1% in Q1 2026, selling an estimated $572K and leaving 177,073 shares worth $13.5M. The position accounts for 0.11% of the portfolio, ranked #95.

Wealthspire Advisors (New York) first reported a position in KO in Q4 2018 and has held it in 28 quarters since. The position peaked at $21M in Q1 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Wealthspire Advisors (New York) held 177,073 shares of Coca-Cola worth $13.5M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 7,566 Coca-Cola shares in Q1 2026, an estimated $572K.
  • Coca-Cola made up 0.11% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #95 holding.
  • Wealthspire Advisors (New York) first reported a position in Coca-Cola in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s Coca-Cola position peaked at $21M in Q1 2025.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.