Weinberger Asset Management’s Coca-Cola KO Stock Holding History

Weinberger Asset Management’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	$1.04M	Hold	13,700	–	–	0.39%	43
2025 Q4	$958K	Sell	13,700 -108	-0.8%	-$7.53K	0.35%	45
2025 Q3	$916K	Buy	13,808 +266	+2%	+$18.3K	0.33%	46
2025 Q2	$958K	Sell	13,542 -143	-1%	-$10.2K	0.37%	44
2025 Q1	$980K	Sell	13,685 -78	-0.6%	-$5.21K	0.42%	41
2024 Q4	$857K	Sell	13,763 -70	-0.5%	-$4.57K	0.36%	45
2024 Q3	$994K	Sell	13,833 -68	-0.5%	-$4.66K	0.42%	42
2024 Q2	$885K	Buy	13,901 +1,573	+13%	+$97.4K	0.42%	42
2024 Q1	$754K	Buy	12,328 +13	+0.1%	+$781	0.36%	44
2023 Q4	$726K	Buy	12,315 +298	+2%	+$16.9K	0.37%	44
2023 Q3	$673K	Buy	12,017 +268	+2%	+$16.1K	0.38%	47
2023 Q2	$708K	Buy	11,749 +85	+0.7%	+$5.29K	0.39%	45
2023 Q1	$724K	Sell	11,664 -1,660	-12%	-$101K	0.42%	42
2022 Q4	$848K	Buy	13,324 +193	+1%	+$11.7K	0.52%	38
2022 Q3	$736K	Buy	13,131 +90	+0.7%	+$5.59K	0.51%	35
2022 Q2	$820K	Buy	+13,041	New	+$827K	0.54%	37

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

Weinberger Asset Management's KO Position: Q1 2026 in Review

Weinberger Asset Management held its Coca-Cola (KO) position steady in Q1 2026 at 13,700 shares worth $1.04M. The position accounts for 0.39% of the portfolio, ranked #43.

Weinberger Asset Management first reported a position in KO in Q2 2022 and has held it in 16 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Weinberger Asset Management held 13,700 shares of Coca-Cola worth $1.04M as of Q1 2026.
Weinberger Asset Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.39% of Weinberger Asset Management's portfolio in Q1 2026, its #43 holding.
Weinberger Asset Management first reported a position in Coca-Cola in Q2 2022 and has held it in 16 quarters since.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Weinberger Asset Management's 13F filing for Q1 2026, filed 8 May 2026.