BFP
KO icon

Birchwood Financial Partners’s Coca-Cola KO Stock Holding History

Birchwood Financial 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 		$56.8K Hold
699
– – 0.05% 158
2026
Q1 		$53.2K Sell
699
-74
-10% -$5.59K 0.05% 157
2025
Q4 		$54K Buy
+773
New +$53.9K 0.05% 154

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

Birchwood Financial Partners's KO Position: Q2 2026 in Review

Birchwood Financial Partners held its Coca-Cola (KO) position steady in Q2 2026 at 699 shares worth $56.8K. The position accounts for 0.05% of the portfolio, ranked #158.

Birchwood Financial Partners first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Birchwood Financial Partners held 699 shares of Coca-Cola worth $56.8K as of Q2 2026.
  • Birchwood Financial Partners left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.05% of Birchwood Financial Partners's portfolio in Q2 2026, its #158 holding.
  • Birchwood Financial Partners first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.