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Alvarez & Marsal Private Wealth Partners’s Coca-Cola KO Stock Holding History

Alvarez & Marsal Private Wealth 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 		$390K Buy
4,772
+154
+3% +$12.2K 0.05% 70
2026
Q1 		$354K Buy
4,618
+4,017
+668% +$304K 0.05% 105
2025
Q4 		$42K Buy
+601
New +$41.9K 0.01% 104

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's KO Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners increased its Coca-Cola (KO) stake by 3.3% in Q2 2026, buying an estimated $12.2K and bringing the position to 4,772 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #70.

Alvarez & Marsal Private Wealth Partners first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 4,772 shares of Coca-Cola worth $390K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners bought 154 Coca-Cola shares in Q2 2026, an estimated $12.2K.
  • Coca-Cola made up 0.05% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #70 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.