Wright Wealth’s Coca-Cola KO Stock Holding History

Wright 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	-2,937	Closed	-$205K	–	57
2025 Q4	$205K	Buy	+2,937	New	+$205K	0.13%	57

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wright Wealth's KO Position: Q1 2026 in Review

Wright Wealth sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 2,937 shares — an estimated $205K sold.

Wright Wealth first reported a position in KO in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 3,581 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Wright Wealth reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
Wright Wealth sold 2,937 Coca-Cola shares in Q1 2026, an estimated $205K.
Wright Wealth first reported a position in Coca-Cola in Q4 2025 and held it in 1 quarter.
Wright Wealth's Coca-Cola position peaked at $205K in Q4 2025.
3,581 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Wright Wealth's 13F filing for Q1 2026, filed 15 May 2026.