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

Barlow 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 		$1.34M Buy
16,061
+500
+3% +$39.5K 0.14% 49
2026
Q1 		$1.18M Buy
15,561
+15
+0.1% +$1.13K 0.13% 49
2025
Q4 		$1.1M Hold
15,546
– – 0.12% 56
2025
Q3 		$1.1M Sell
15,546
-201
-1% -$13.8K 0.12% 55
2025
Q2 		$1.12M Buy
15,747
+187
+1% +$13.3K 0.13% 55
2025
Q1 		$1.12M Buy
15,560
+1,000
+7% +$66.8K 0.15% 54
2024
Q4 		$899K Buy
14,560
+32
+0.2% +$2.09K 0.11% 60
2024
Q3 		$1M Hold
14,528
– – 0.13% 64
2024
Q2 		$956K Hold
14,528
– – 0.13% 65
2024
Q1 		$847K Hold
14,528
– – 0.12% 72
2023
Q4 		$856K Buy
+14,528
New +$825K 0.12% 71

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Barlow Wealth Partners increased its Coca-Cola (KO) stake by 3.2% in Q2 2026, buying an estimated $39.5K and bringing the position to 16,061 shares worth $1.34M. The position accounts for 0.14% of the portfolio, ranked #49.

Barlow Wealth Partners first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Barlow Wealth Partners held 16,061 shares of Coca-Cola worth $1.34M as of Q2 2026.
  • Barlow Wealth Partners bought 500 Coca-Cola shares in Q2 2026, an estimated $39.5K.
  • Coca-Cola made up 0.14% of Barlow Wealth Partners's portfolio in Q2 2026, its #49 holding.
  • Barlow Wealth Partners first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.