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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
Q2 		$902K Buy
11,095
+3,458
+45% +$273K 0.12% 141
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 $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

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

Balboa Wealth Partners increased its Coca-Cola (KO) stake by 45% in Q2 2026, buying an estimated $273K and bringing the position to 11,095 shares worth $902K. The position accounts for 0.12% of the portfolio, ranked #141.

Balboa Wealth Partners first reported a position in KO in Q3 2022 and has held it in 16 quarters since. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Balboa Wealth Partners held 11,095 shares of Coca-Cola worth $902K as of Q2 2026.
  • Balboa Wealth Partners bought 3,458 Coca-Cola shares in Q2 2026, an estimated $273K.
  • Coca-Cola made up 0.12% of Balboa Wealth Partners's portfolio in Q2 2026, its #141 holding.
  • Balboa Wealth Partners first reported a position in Coca-Cola in Q3 2022 and has held it in 16 quarters since.
  • 3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.