SEC 13F Intelligence

Buck Wealth Strategies, LLC / KO

Buck Wealth Strategies, LLC’s Coca Cola Co Position

Does Buck Wealth Strategies, LLC own Coca Cola Co (KO)? Yes — 175.1K shares worth $13M (+1.64% of its 13F portfolio) as of Q1 2026, up from 172.0K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
175.1K
% of Portfolio
+1.64%
Quarters Held
11
currently held

Position History KO

Reported value by quarter
Q3 ’23: $6MQ3 ’23Q4 ’23: $8MQ1 ’24: $9MQ1 ’24Q2 ’24: $8MQ3 ’24: $7MQ3 ’24Q4 ’24: $9MQ1 ’25: $10MQ1 ’25Q2 ’25: $11MQ3 ’25: $11MQ3 ’25Q4 ’25: $12MQ1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026175.1K$13M+1.64%
Q4 2025172.0K$12M+1.53%
Q3 2025158.7K$11M+1.44%
Q2 2025154.4K$11M+1.66%
Q1 2025141.2K$10M+1.84%
Q4 2024143.1K$9M+1.85%
Q3 2024103.7K$7M+2.35%
Q2 2024120.3K$8M+2.26%
Q1 2024140.1K$9M+2.94%
Q4 2023128.4K$8M+2.80%
Q3 202399.3K$6M+2.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Buck Wealth Strategies, LLC’s full portfolio or all institutional holders of KO.