Barlow Wealth Partners
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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
Q3 		$1.42M Buy
16,477
+416
+3% +$36.1K 0.15% 43
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barlow Wealth Partners's KO Position: Q3 2026 in Review

Barlow Wealth Partners increased its Coca-Cola (KO) stake by 2.6% in Q3 2026, buying an estimated $36.1K and bringing the position to 16,477 shares worth $1.42M. The position accounts for 0.15% of the portfolio, ranked #43.

Barlow Wealth Partners first reported a position in KO in Q4 2023 and has held it in 12 quarters since. 3,288 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Barlow Wealth Partners held 16,477 shares of Coca-Cola worth $1.42M as of Q3 2026.
  • Barlow Wealth Partners bought 416 Coca-Cola shares in Q3 2026, an estimated $36.1K.
  • Coca-Cola made up 0.15% of Barlow Wealth Partners's portfolio in Q3 2026, its #43 holding.
  • Barlow Wealth Partners first reported a position in Coca-Cola in Q4 2023 and has held it in 12 quarters since.
  • 3,288 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.