Alpha Financial Partners’s Coca-Cola KO Stock Holding History

Alpha Financial Partners’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	$281K	Buy	3,460 +280	+9%	+$22.1K	0.15%	85
2026 Q1	$242K	Sell	3,180 -74	-2%	-$5.59K	0.14%	91
2025 Q4	$227K	Buy	+3,254	New	+$227K	0.14%	88
2025 Q3	–	Sell	-2,832	Closed	-$200K	–	95
2025 Q2	$200K	Sell	2,832 -202	-7%	-$14.4K	0.14%	89
2025 Q1	$217K	Sell	3,034 -423	-12%	-$28.3K	0.17%	77
2024 Q4	$215K	Buy	+3,457	New	+$226K	0.17%	74
2024 Q2	–	Sell	-3,434	Closed	-$210K	–	79
2024 Q1	$210K	Buy	3,434 +25	+0.7%	+$1.5K	0.19%	69
2023 Q4	$201K	Buy	+3,409	New	+$194K	0.2%	81
2023 Q3	–	Sell	-4,913	Closed	-$296K	–	86
2023 Q2	$296K	Buy	4,913 +162	+3%	+$10.1K	0.32%	66
2023 Q1	$295K	Buy	4,751 +266	+6%	+$16.1K	0.33%	61
2022 Q4	$285K	Buy	+4,485	New	+$271K	0.35%	60

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

Alpha Financial Partners's KO Position: Q2 2026 in Review

Alpha Financial Partners increased its Coca-Cola (KO) stake by 8.8% in Q2 2026, buying an estimated $22.1K and bringing the position to 3,460 shares worth $281K. The position accounts for 0.15% of the portfolio, ranked #85.

Alpha Financial Partners first reported a position in KO in Q4 2022 and has held it in 11 quarters since. The position peaked at $296K in Q2 2023. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Alpha Financial Partners held 3,460 shares of Coca-Cola worth $281K as of Q2 2026.
Alpha Financial Partners bought 280 Coca-Cola shares in Q2 2026, an estimated $22.1K.
Coca-Cola made up 0.15% of Alpha Financial Partners's portfolio in Q2 2026, its #85 holding.
Alpha Financial Partners first reported a position in Coca-Cola in Q4 2022 and has held it in 11 quarters since.
Alpha Financial Partners's Coca-Cola position peaked at $296K in Q2 2023.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.