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WPG Advisers’s Coca-Cola KO Stock Holding History

WPG Advisers’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 		$127K Sell
1,673
-281
-14% -$21.2K 0.09% 122
2025
Q4 		$137K Sell
1,954
-86
-4% -$6K 0.1% 132
2025
Q3 		$135K Buy
2,040
+40
+2% +$2.75K 0.1% 125
2025
Q2 		$142K Sell
2,000
-308
-13% -$21.9K 0.12% 117
2025
Q1 		$165K Sell
2,308
-1,358
-37% -$90.7K 0.15% 102
2024
Q4 		$228K Buy
+3,666
New +$239K 0.21% 86

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

WPG Advisers's KO Position: Q1 2026 in Review

WPG Advisers reduced its Coca-Cola (KO) stake by 14% in Q1 2026, selling an estimated $21.2K and leaving 1,673 shares worth $127K. The position accounts for 0.09% of the portfolio, ranked #122.

WPG Advisers first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $228K in Q4 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • WPG Advisers held 1,673 shares of Coca-Cola worth $127K as of Q1 2026.
  • WPG Advisers sold 281 Coca-Cola shares in Q1 2026, an estimated $21.2K.
  • Coca-Cola made up 0.09% of WPG Advisers's portfolio in Q1 2026, its #122 holding.
  • WPG Advisers first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • WPG Advisers's Coca-Cola position peaked at $228K in Q4 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.