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

Balboa 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
Q1 		$581K Sell
7,637
-44
-0.6% -$3.33K 0.1% 175
2025
Q4 		$537K Buy
7,681
+326
+4% +$22.7K 0.09% 182
2025
Q3 		$488K Sell
7,355
-1,019
-12% -$70.1K 0.08% 184
2025
Q2 		$592K Buy
8,374
+1,350
+19% +$96.2K 0.12% 141
2025
Q1 		$503K Buy
7,024
+287
+4% +$19.2K 0.12% 132
2024
Q4 		$419K Buy
6,737
+1,079
+19% +$70.4K 0.1% 160
2024
Q3 		$407K Buy
5,658
+120
+2% +$8.22K 0.1% 159
2024
Q2 		$352K Buy
5,538
+2,025
+58% +$125K 0.09% 166
2024
Q1 		$215K Sell
3,513
-915
-21% -$55K 0.06% 219
2023
Q4 		$261K Sell
4,428
-141
-3% -$8.01K 0.09% 178
2023
Q3 		$256K Buy
4,569
+6
+0.1% +$360 0.1% 180
2023
Q2 		$275K Sell
4,563
-981
-18% -$61K 0.1% 174
2023
Q1 		$344K Buy
5,544
+870
+19% +$52.7K 0.13% 147
2022
Q4 		$297K Buy
4,674
+4
+0.1% +$241 0.13% 154
2022
Q3 		$262K Buy
+4,670
New +$290K 0.12% 157

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Balboa Wealth Partners's KO Position: Q1 2026 in Review

Balboa Wealth Partners reduced its Coca-Cola (KO) stake by 0.57% in Q1 2026, selling an estimated $3.33K and leaving 7,637 shares worth $581K. The position accounts for 0.1% of the portfolio, ranked #175.

Balboa Wealth Partners first reported a position in KO in Q3 2022 and has held it in 15 quarters since. The position peaked at $592K in Q2 2025. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Balboa Wealth Partners held 7,637 shares of Coca-Cola worth $581K as of Q1 2026.
  • Balboa Wealth Partners sold 44 Coca-Cola shares in Q1 2026, an estimated $3.33K.
  • Coca-Cola made up 0.1% of Balboa Wealth Partners's portfolio in Q1 2026, its #175 holding.
  • Balboa Wealth Partners first reported a position in Coca-Cola in Q3 2022 and has held it in 15 quarters since.
  • Balboa Wealth Partners's Coca-Cola position peaked at $592K in Q2 2025.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.