WFA of San Diego’s Coca-Cola KO Stock Holding History

WFA of San Diego’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	$74.1K	Sell	975 -1,400	-59%	-$106K	0.06%	153
2025 Q4	$166K	Hold	2,375	–	–	0.12%	104
2025 Q3	$158K	Sell	2,375 -200	-8%	-$13.8K	0.11%	110
2025 Q2	$182K	Buy	+2,575	New	+$183K	0.13%	96
2024 Q3	$208K	Hold	2,900	–	–	0.18%	89
2024 Q2	$185K	Buy	+2,900	New	+$180K	0.17%	89
2023 Q3	$162K	Hold	2,900	–	–	0.17%	88
2023 Q2	$175K	Sell	2,900 -700	-19%	-$43.5K	0.17%	86
2023 Q1	$223K	Sell	3,600 -260	-7%	-$15.7K	0.23%	69
2022 Q4	$246K	Sell	3,860 -300	-7%	-$18.1K	0.19%	82
2022 Q3	$233K	Buy	4,160 +921	+28%	+$57.2K	0.21%	81
2022 Q2	$204K	Sell	3,239 -403	-11%	-$25.5K	0.17%	81
2022 Q1	$226K	Sell	3,642 -1,043	-22%	-$63.4K	0.17%	84
2021 Q4	$277K	Buy	4,685 +981	+26%	+$54.6K	0.16%	99
2021 Q3	$194K	Buy	+3,704	New	+$206K	0.14%	102
2021 Q2	–	Sell	-3,910	Closed	-$206K	–	91
2021 Q1	$206K	Buy	+3,910	New	+$197K	0.17%	87
2020 Q3	–	Sell	-12,261	Closed	-$699K	–	169
2020 Q2	$699K	Buy	+12,261	New	+$565K	0.16%	123

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

WFA of San Diego's KO Position: Q1 2026 in Review

WFA of San Diego reduced its Coca-Cola (KO) stake by 59% in Q1 2026, selling an estimated $106K and leaving 975 shares worth $74.1K. The position accounts for 0.06% of the portfolio, ranked #153.

WFA of San Diego first reported a position in KO in Q2 2020 and has held it in 17 quarters since. The position peaked at $699K in Q2 2020. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

WFA of San Diego held 975 shares of Coca-Cola worth $74.1K as of Q1 2026.
WFA of San Diego sold 1,400 Coca-Cola shares in Q1 2026, an estimated $106K.
Coca-Cola made up 0.06% of WFA of San Diego's portfolio in Q1 2026, its #153 holding.
WFA of San Diego first reported a position in Coca-Cola in Q2 2020 and has held it in 17 quarters since.
WFA of San Diego's Coca-Cola position peaked at $699K in Q2 2020.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.