WW
KO icon

Winnow Wealth’s Coca-Cola KO Stock Holding History

Winnow Wealth’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 		– Sell
-251
Closed -$17.6K – 358
2025
Q4 		$17.6K Buy
251
+120
+92% +$8.37K 0.01% 196
2025
Q3 		$8.78K Sell
131
-482
-79% -$33.2K 0.01% 236
2025
Q2 		$43.4K Buy
613
+483
+372% +$34.4K 0.03% 89
2025
Q1 		$9.3K Buy
130
+42
+48% +$2.81K 0.01% 212
2024
Q4 		$5.45K Buy
+88
New +$5.74K 0.01% 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

Winnow Wealth's KO Position: Q1 2026 in Review

Winnow Wealth sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 251 shares — an estimated $17.6K sold.

Winnow Wealth first reported a position in KO in Q4 2024 and held it in 5 quarters. The position peaked at $43.4K in Q2 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Winnow Wealth reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 251 Coca-Cola shares in Q1 2026, an estimated $17.6K.
  • Winnow Wealth first reported a position in Coca-Cola in Q4 2024 and held it in 5 quarters.
  • Winnow Wealth's Coca-Cola position peaked at $43.4K in Q2 2025.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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