Western Pacific Wealth Management’s Coca-Cola KO Stock Holding History

Western Pacific Wealth 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	$57K	Hold	749	–	–	0.06%	108
2025 Q4	$52.4K	Hold	749	–	–	0.05%	114
2025 Q3	$49.7K	Hold	749	–	–	0.05%	129
2025 Q2	$53K	Sell	749 -332	-31%	-$23.6K	0.05%	133
2025 Q1	$77.4K	Hold	1,081	–	–	0.07%	112
2024 Q4	$67.3K	Buy	1,081 +85	+9%	+$5.55K	0.05%	132
2024 Q3	$71.6K	Hold	996	–	–	0.05%	147
2024 Q2	$63.4K	Hold	996	–	–	0.05%	130
2024 Q1	$60.9K	Hold	996	–	–	0.04%	133
2023 Q4	$58.7K	Hold	996	–	–	0.04%	128
2023 Q3	$55.8K	Hold	996	–	–	0.05%	126
2023 Q2	$60K	Hold	996	–	–	0.05%	127
2023 Q1	$61.8K	Buy	+996	New	+$60.3K	0.05%	122

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

Western Pacific Wealth Management's KO Position: Q1 2026 in Review

Western Pacific Wealth Management held its Coca-Cola (KO) position steady in Q1 2026 at 749 shares worth $57K. The position accounts for 0.06% of the portfolio, ranked #108.

Western Pacific Wealth Management first reported a position in KO in Q1 2023 and has held it in 13 quarters since. The position peaked at $77.4K in Q1 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Western Pacific Wealth Management held 749 shares of Coca-Cola worth $57K as of Q1 2026.
Western Pacific Wealth Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.06% of Western Pacific Wealth Management's portfolio in Q1 2026, its #108 holding.
Western Pacific Wealth Management first reported a position in Coca-Cola in Q1 2023 and has held it in 13 quarters since.
Western Pacific Wealth Management's Coca-Cola position peaked at $77.4K in Q1 2025.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.