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

BSW 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 		$2.5M Sell
30,724
-47
-0.2% -$3.71K 0.28% 58
2026
Q1 		$2.34M Sell
30,771
-290
-0.9% -$21.9K 0.29% 51
2025
Q4 		$2.17M Sell
31,061
-2,041
-6% -$142K 0.26% 54
2025
Q3 		$2.2M Buy
33,102
+4,728
+17% +$325K 0.27% 52
2025
Q2 		$2.01M Sell
28,374
-260
-0.9% -$18.5K 0.28% 52
2025
Q1 		$2.05M Sell
28,634
-1,535
-5% -$103K 0.31% 50
2024
Q4 		$1.88M Buy
30,169
+770
+3% +$50.3K 0.28% 50
2024
Q3 		$2.11M Buy
29,399
+89
+0.3% +$6.09K 0.32% 46
2024
Q2 		$1.87M Sell
29,310
-1,985
-6% -$123K 0.31% 45
2024
Q1 		$1.91M Buy
31,295
+939
+3% +$56.4K 0.32% 46
2023
Q4 		$1.79M Sell
30,356
-460
-1% -$26.1K 0.35% 38
2023
Q3 		$1.73M Sell
30,816
-225
-0.7% -$13.5K 0.38% 36
2023
Q2 		$1.87M Sell
31,041
-392
-1% -$24.4K 0.39% 37
2023
Q1 		$1.95M Buy
31,433
+117
+0.4% +$7.08K 0.4% 37
2022
Q4 		$1.99M Sell
31,316
-1,018
-3% -$61.5K 0.43% 36
2022
Q3 		$1.81M Sell
32,334
-2,434
-7% -$151K 0.44% 29
2022
Q2 		$2.19M Buy
34,768
+60
+0.2% +$3.8K 0.52% 28
2022
Q1 		$2.15M Sell
34,708
-69
-0.2% -$4.2K 0.54% 26
2021
Q4 		$2.06M Sell
34,777
-5,587
-14% -$311K 0.52% 28
2021
Q3 		$2.12M Sell
40,364
-1,008
-2% -$56.2K 0.59% 25
2021
Q2 		$2.24M Buy
41,372
+1,008
+2% +$54.8K 0.62% 25
2021
Q1 		$2.13M Sell
40,364
-3,983
-9% -$200K 0.61% 25
2020
Q4 		$2.43M Sell
44,347
-145
-0.3% -$7.5K 0.75% 25
2020
Q3 		$2.2M Sell
44,492
-543
-1% -$26.1K 0.82% 23
2020
Q2 		$2.01M Sell
45,035
-248
-0.5% -$11.4K 0.67% 29
2020
Q1 		$2M Buy
45,283
+15,340
+51% +$828K 0.83% 27
2019
Q4 		$1.66M Sell
29,943
-1,004
-3% -$54K 0.56% 25
2019
Q3 		$1.69M Buy
30,947
+384
+1% +$20.6K 0.65% 23
2019
Q2 		$1.56M Sell
30,563
-200
-0.7% -$9.8K 0.59% 26
2019
Q1 		$1.44M Sell
30,763
-2,275
-7% -$106K 0.57% 27
2018
Q4 		$1.56M Sell
33,038
-2,200
-6% -$105K 0.59% 30
2018
Q3 		$1.63M Buy
35,238
+4,922
+16% +$225K 0.62% 22
2018
Q2 		$1.33M Buy
30,316
+636
+2% +$27.5K 0.58% 23
2018
Q1 		$1.29M Sell
29,680
-90
-0.3% -$4.04K 0.58% 22
2017
Q4 		$1.37M Buy
29,770
+443
+2% +$20.4K 0.57% 22
2017
Q3 		$1.32M Buy
29,327
+983
+3% +$44.7K 0.58% 21
2017
Q2 		$1.27M Buy
28,344
+441
+2% +$19.5K 0.58% 20
2017
Q1 		$1.18M Sell
27,903
-3,265
-10% -$136K 0.59% 21
2016
Q4 		$1.29M Buy
31,168
+29,929
+2,416% +$1.25M 0.67% 20
2016
Q3 		$29.3K Sell
1,239
-27,511
-96% -$1.21M 1.01% 16
2016
Q2 		$1.3M Sell
28,750
-250
-0.9% -$11.3K 0.72% 18
2016
Q1 		$1.34M Sell
29,000
-52
-0.2% -$2.26K 0.76% 18
2015
Q4 		$1.25M Sell
29,052
-53
-0.2% -$2.25K 0.62% 22
2015
Q3 		$1.17M Buy
29,105
+14,734
+103% +$590K 0.7% 19
2015
Q2 		$564K Hold
14,371
– – 0.36% 30
2015
Q1 		$583K Sell
14,371
-1,872
-12% -$78.3K 0.37% 30
2014
Q4 		$686K Buy
16,243
+102
+0.6% +$4.36K 0.55% 25
2014
Q3 		$689K Sell
16,141
-165
-1% -$6.82K 0.54% 24
2014
Q2 		$691K Sell
16,306
-3,735
-19% -$152K 0.54% 22
2014
Q1 		$775K Hold
20,041
– – 0.63% 20
2013
Q4 		$828K Sell
20,041
-322
-2% -$12.7K 0.66% 18
2013
Q3 		$771K Hold
20,363
– – 0.67% 18
2013
Q2 		$817K Buy
+20,363
New +$843K 0.72% 17

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

BSW Wealth Partners reduced its Coca-Cola (KO) stake by 0.15% in Q2 2026, selling an estimated $3.71K and leaving 30,724 shares worth $2.5M. The position accounts for 0.28% of the portfolio, ranked #58.

BSW Wealth Partners first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • BSW Wealth Partners held 30,724 shares of Coca-Cola worth $2.5M as of Q2 2026.
  • BSW Wealth Partners sold 47 Coca-Cola shares in Q2 2026, an estimated $3.71K.
  • Coca-Cola made up 0.28% of BSW Wealth Partners's portfolio in Q2 2026, its #58 holding.
  • BSW Wealth Partners first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • 681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.