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

Western 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	$5.34M	Buy	70,192 +21,440	+44%	+$1.62M	0.2%	99
2025 Q4	$3.41M	Buy	48,752 +5,766	+13%	+$402K	0.16%	124
2025 Q3	$2.85M	Buy	42,986 +1,071	+3%	+$73.7K	0.15%	136
2025 Q2	$2.97M	Sell	41,915 -285	-0.7%	-$20.3K	0.18%	112
2025 Q1	$3.02M	Sell	42,200 -1,837	-4%	-$123K	0.2%	103
2024 Q4	$2.74M	Sell	44,037 -22,048	-33%	-$1.44M	0.18%	108
2024 Q3	$4.75M	Buy	66,085 +22,163	+50%	+$1.52M	0.27%	78
2024 Q2	$2.8M	Sell	43,922 -740	-2%	-$45.8K	0.21%	96
2024 Q1	$2.73M	Sell	44,662 -23,781	-35%	-$1.43M	0.21%	96
2023 Q4	$4.03M	Sell	68,443 -5,721	-8%	-$325K	0.29%	75
2023 Q3	$4.15M	Sell	74,164 -23	-0%	-$1.38K	0.35%	57
2023 Q2	$4.47M	Buy	74,187 +2,112	+3%	+$131K	0.38%	50
2023 Q1	$4.47M	Buy	72,075 +467	+0.7%	+$28.3K	0.42%	50
2022 Q4	$4.56M	Sell	71,608 -51,864	-42%	-$3.13M	0.47%	44
2022 Q3	$7.01M	Sell	123,472 -948	-0.8%	-$58.9K	0.4%	50
2022 Q2	$7.83M	Buy	124,420 +397	+0.3%	+$25.2K	0.45%	43
2022 Q1	$7.69M	Buy	124,023 +65,388	+112%	+$3.98M	0.37%	52
2021 Q4	$3.48M	Buy	+58,635	New	+$3.27M	0.34%	60
2021 Q2	$3.88M	Buy	71,802 +21,208	+42%	+$1.15M	0.4%	48
2021 Q1	$2.67M	Buy	50,594 +3,974	+9%	+$200K	0.36%	61
2020 Q4	$2.56M	Sell	46,620 -4,486	-9%	-$232K	0.38%	55
2020 Q3	$2.52M	Sell	51,106 -2,239	-4%	-$108K	0.41%	46
2020 Q2	$2.38M	Sell	53,345 -3,220	-6%	-$148K	0.43%	44
2020 Q1	$2.5M	Buy	56,565 +16,071	+40%	+$868K	0.57%	33
2019 Q4	$2.24M	Sell	40,494 -10,910	-21%	-$587K	0.34%	63
2019 Q3	$2.79M	Buy	51,404 +487	+1%	+$26.1K	0.58%	34
2019 Q2	$2.59M	Sell	50,917 -2,021	-4%	-$99K	0.34%	60
2019 Q1	$2.48M	Buy	52,938 +19,418	+58%	+$908K	0.55%	36
2018 Q4	$1.58M	Buy	+33,520	New	+$1.6M	0.43%	48

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 Wealth Management's KO Position: Q1 2026 in Review

Western Wealth Management increased its Coca-Cola (KO) stake by 44% in Q1 2026, buying an estimated $1.62M and bringing the position to 70,192 shares worth $5.34M. The position accounts for 0.2% of the portfolio, ranked #99.

Western Wealth Management first reported a position in KO in Q4 2018 and has held it in 29 quarters since. The position peaked at $7.83M in Q2 2022. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Western Wealth Management held 70,192 shares of Coca-Cola worth $5.34M as of Q1 2026.
Western Wealth Management bought 21,440 Coca-Cola shares in Q1 2026, an estimated $1.62M.
Coca-Cola made up 0.2% of Western Wealth Management's portfolio in Q1 2026, its #99 holding.
Western Wealth Management first reported a position in Coca-Cola in Q4 2018 and has held it in 29 quarters since.
Western Wealth Management's Coca-Cola position peaked at $7.83M in Q2 2022.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.