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Weaver Consulting Group’s Coca-Cola KO Stock Holding History

Weaver Consulting Group’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 		$325K Sell
4,273
-86
-2% -$6.5K 0.08% 187
2025
Q4 		$305K Buy
4,359
+4
+0.1% +$279 0.07% 190
2025
Q3 		$289K Sell
4,355
-40
-0.9% -$2.75K 0.07% 197
2025
Q2 		$311K Buy
4,395
+14
+0.3% +$997 0.09% 170
2025
Q1 		$314K Sell
4,381
-376
-8% -$25.1K 0.09% 163
2024
Q4 		$296K Buy
4,757
+130
+3% +$8.49K 0.09% 162
2024
Q3 		$332K Buy
4,627
+272
+6% +$18.6K 0.11% 151
2024
Q2 		$277K Buy
4,355
+658
+18% +$40.7K 0.1% 157
2024
Q1 		$226K Buy
3,697
+16
+0.4% +$961 0.08% 184
2023
Q4 		$217K Buy
3,681
+59
+2% +$3.35K 0.09% 179
2023
Q3 		$203K Buy
3,622
+158
+5% +$9.48K 0.09% 176
2023
Q2 		$209K Buy
3,464
+42
+1% +$2.61K 0.09% 172
2023
Q1 		$212K Buy
3,422
+11
+0.3% +$666 0.1% 166
2022
Q4 		$217K Buy
+3,411
New +$206K 0.11% 163
2022
Q3 		– Sell
-3,478
Closed -$219K – 169
2022
Q2 		$219K Sell
3,478
-640
-16% -$40.6K 0.12% 151
2022
Q1 		$255K Hold
4,118
– – 0.12% 143
2021
Q4 		$244K Hold
4,118
– – 0.12% 145
2021
Q3 		$216K Hold
4,118
– – 0.12% 139
2021
Q2 		$223K Sell
4,118
-188
-4% -$10.2K 0.13% 130
2021
Q1 		$227K Buy
4,306
+139
+3% +$7K 0.14% 125
2020
Q4 		$229K Sell
4,167
-79
-2% -$4.08K 0.14% 118
2020
Q3 		$210K Buy
4,246
+100
+2% +$4.81K 0.12% 117
2020
Q2 		$185K Buy
4,146
+656
+19% +$30.2K 0.11% 132
2020
Q1 		$154K Sell
3,490
-1,326
-28% -$71.6K 0.1% 123
2019
Q4 		$262K Buy
4,816
+188
+4% +$10.1K 0.14% 93
2019
Q3 		$249K Buy
4,628
+220
+5% +$11.8K 0.13% 89
2019
Q2 		$224K Hold
4,408
– – 0.12% 94
2019
Q1 		$226K Buy
+4,408
New +$206K 0.06% 204

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

Weaver Consulting Group's KO Position: Q1 2026 in Review

Weaver Consulting Group reduced its Coca-Cola (KO) stake by 2% in Q1 2026, selling an estimated $6.5K and leaving 4,273 shares worth $325K. The position accounts for 0.08% of the portfolio, ranked #187.

Weaver Consulting Group first reported a position in KO in Q1 2019 and has held it in 28 quarters since. The position peaked at $332K in Q3 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Weaver Consulting Group held 4,273 shares of Coca-Cola worth $325K as of Q1 2026.
  • Weaver Consulting Group sold 86 Coca-Cola shares in Q1 2026, an estimated $6.5K.
  • Coca-Cola made up 0.08% of Weaver Consulting Group's portfolio in Q1 2026, its #187 holding.
  • Weaver Consulting Group first reported a position in Coca-Cola in Q1 2019 and has held it in 28 quarters since.
  • Weaver Consulting Group's Coca-Cola position peaked at $332K in Q3 2024.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.