WealthTrust Axiom’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 | $933K | Sell |
12,263
-25
| -0.2% | -$1.89K | 0.23% | 93 |
|
|
2025
Q4 | $859K | Buy |
12,288
+2
| +0% | +$139 | 0.22% | 96 |
|
|
2025
Q3 | $815K | Sell |
12,286
-49
| -0.4% | -$3.37K | 0.22% | 96 |
|
|
2025
Q2 | $873K | Buy |
12,335
+55
| +0.4% | +$3.92K | 0.26% | 81 |
|
|
2025
Q1 | $879K | Buy |
12,280
+90
| +0.7% | +$6.01K | 0.27% | 80 |
|
|
2024
Q4 | $759K | Hold |
12,190
| – | – | 0.23% | 100 |
|
|
2024
Q3 | $876K | Buy |
12,190
+914
| +8% | +$62.6K | 0.26% | 88 |
|
|
2024
Q2 | $718K | Buy |
11,276
+160
| +1% | +$9.9K | 0.24% | 93 |
|
|
2024
Q1 | $680K | Sell |
11,116
-913
| -8% | -$54.8K | 0.22% | 101 |
|
|
2023
Q4 | $709K | Buy |
12,029
+3,657
| +44% | +$208K | 0.24% | 90 |
|
|
2023
Q3 | $469K | Sell |
8,372
-9,486
| -53% | -$569K | 0.17% | 127 |
|
|
2023
Q2 | $1.08M | Hold |
17,858
| – | – | 0.36% | 65 |
|
|
2023
Q1 | $1.11M | Hold |
17,858
| – | – | 0.38% | 61 |
|
|
2022
Q4 | $1.14M | Hold |
17,858
| – | – | 0.4% | 61 |
|
|
2022
Q3 | $1M | Hold |
17,858
| – | – | 0.38% | 63 |
|
|
2022
Q2 | $1.12M | Hold |
17,858
| – | – | 0.4% | 64 |
|
|
2022
Q1 | $1.11M | Sell |
17,858
-283
| -2% | -$17.2K | 0.35% | 73 |
|
|
2021
Q4 | $1.07M | Sell |
18,141
-400
| -2% | -$22.3K | 0.34% | 69 |
|
|
2021
Q3 | $972K | Sell |
18,541
-200
| -1% | -$11.1K | 0.33% | 74 |
|
|
2021
Q2 | $1.01M | Sell |
18,741
-200
| -1% | -$10.9K | 0.33% | 70 |
|
|
2021
Q1 | $998K | Sell |
18,941
-700
| -4% | -$35.2K | 0.34% | 70 |
|
|
2020
Q4 | $1.08M | Buy |
19,641
+241
| +1% | +$12.5K | 0.39% | 64 |
|
|
2020
Q3 | $957K | Sell |
19,400
-2,379
| -11% | -$114K | 0.41% | 61 |
|
|
2020
Q2 | $973K | Buy |
21,779
+321
| +1% | +$14.8K | 0.43% | 57 |
|
|
2020
Q1 | $949K | Sell |
21,458
-3,750
| -15% | -$203K | 0.47% | 54 |
|
|
2019
Q4 | $1.4M | Sell |
25,208
-400
| -2% | -$21.5K | 0.47% | 58 |
|
|
2019
Q3 | $1.39M | Hold |
25,608
| – | – | 0.49% | 54 |
|
|
2019
Q2 | $1.3M | Hold |
25,608
| – | – | 0.45% | 60 |
|
|
2019
Q1 | $1.2M | Hold |
25,608
| – | – | 0.43% | 63 |
|
|
2018
Q4 | $1.21M | Hold |
25,608
| – | – | 0.5% | 59 |
|
|
2018
Q3 | $1.18M | Buy |
25,608
+12,500
| +95% | +$571K | 0.4% | 65 |
|
|
2018
Q2 | $574K | Hold |
13,108
| – | – | 0.2% | 106 |
|
|
2018
Q1 | $569K | Buy |
13,108
+6,400
| +95% | +$287K | 0.21% | 110 |
|
|
2017
Q4 | $307K | Hold |
6,708
| – | – | 0.11% | 156 |
|
|
2017
Q3 | $301K | Sell |
6,708
-369
| -5% | -$16.8K | 0.11% | 158 |
|
|
2017
Q2 | $317K | Sell |
7,077
-155
| -2% | -$6.85K | 0.12% | 151 |
|
|
2017
Q1 | $306K | Sell |
7,232
-400
| -5% | -$16.7K | 0.11% | 154 |
|
|
2016
Q4 | $316K | Buy |
+7,632
| New | +$318K | 0.11% | 149 |
|
Other funds holding KO
VCM
VPM
WealthTrust Axiom's KO Position: Q1 2026 in Review
WealthTrust Axiom reduced its Coca-Cola (KO) stake by 0.2% in Q1 2026, selling an estimated $1.89K and leaving 12,263 shares worth $933K. The position accounts for 0.23% of the portfolio, ranked #93.
WealthTrust Axiom first reported a position in KO in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.4M in Q4 2019. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- WealthTrust Axiom held 12,263 shares of Coca-Cola worth $933K as of Q1 2026.
- WealthTrust Axiom sold 25 Coca-Cola shares in Q1 2026, an estimated $1.89K.
- Coca-Cola made up 0.23% of WealthTrust Axiom's portfolio in Q1 2026, its #93 holding.
- WealthTrust Axiom first reported a position in Coca-Cola in Q4 2016 and has held it in 38 quarters since.
- WealthTrust Axiom's Coca-Cola position peaked at $1.4M in Q4 2019.
- 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.