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Axis Wealth Partners’s Coca-Cola KO Stock Holding History

Axis 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 		– Sell
-3,459
Closed -$263K – 193
2026
Q1 		$263K Buy
3,459
+46
+1% +$3.48K 0.14% 149
2025
Q4 		$239K Buy
+3,413
New +$238K 0.13% 150
2025
Q3 		– Sell
-2,847
Closed -$201K – 162
2025
Q2 		$201K Buy
+2,847
New +$203K 0.13% 145

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

Axis Wealth Partners's KO Position: Q2 2026 in Review

Axis Wealth Partners sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 3,459 shares — an estimated $263K sold.

Axis Wealth Partners first reported a position in KO in Q2 2025 and held it in 3 quarters. The position peaked at $263K in Q1 2026. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Axis Wealth Partners reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Axis Wealth Partners sold 3,459 Coca-Cola shares in Q2 2026, an estimated $263K.
  • Axis Wealth Partners first reported a position in Coca-Cola in Q2 2025 and held it in 3 quarters.
  • Axis Wealth Partners's Coca-Cola position peaked at $263K in Q1 2026.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.