XXI Wealth LLC’s Coca-Cola KO Stock Holding History

XXI Wealth LLC’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 Q2	$578K	Buy	7,111 +1,716	+32%	+$136K	0.27%	96
2026 Q1	$410K	Buy	5,395 +44	+0.8%	+$3.33K	0.23%	117
2025 Q4	$374K	Buy	+5,351	New	+$373K	0.23%	115

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

XXI Wealth LLC's KO Position: Q2 2026 in Review

XXI Wealth LLC increased its Coca-Cola (KO) stake by 32% in Q2 2026, buying an estimated $136K and bringing the position to 7,111 shares worth $578K. The position accounts for 0.27% of the portfolio, ranked #96.

XXI Wealth LLC first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,627 funds tracked by Wall St. Rank hold KO as of Q2 2026.

XXI Wealth LLC held 7,111 shares of Coca-Cola worth $578K as of Q2 2026.
XXI Wealth LLC bought 1,716 Coca-Cola shares in Q2 2026, an estimated $136K.
Coca-Cola made up 0.27% of XXI Wealth LLC's portfolio in Q2 2026, its #96 holding.
XXI Wealth LLC first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
3,627 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.