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

Burling 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 		$742K Buy
9,128
+166
+2% +$13.1K 0.11% 111
2026
Q1 		$682K Buy
8,962
+39
+0.4% +$2.95K 0.11% 108
2025
Q4 		$624K Buy
8,923
+2,273
+34% +$158K 0.1% 121
2025
Q3 		$441K Sell
6,650
-160
-2% -$11K 0.07% 131
2025
Q2 		$482K Hold
6,810
– – 0.09% 127
2025
Q1 		$488K Sell
6,810
-1,849
-21% -$123K 0.1% 117
2024
Q4 		$539K Buy
+8,659
New +$565K 0.11% 119

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 $3.38T AUM 44.17% 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

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

Burling Wealth Partners increased its Coca-Cola (KO) stake by 1.9% in Q2 2026, buying an estimated $13.1K and bringing the position to 9,128 shares worth $742K. The position accounts for 0.11% of the portfolio, ranked #111.

Burling Wealth Partners first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Burling Wealth Partners held 9,128 shares of Coca-Cola worth $742K as of Q2 2026.
  • Burling Wealth Partners bought 166 Coca-Cola shares in Q2 2026, an estimated $13.1K.
  • Coca-Cola made up 0.11% of Burling Wealth Partners's portfolio in Q2 2026, its #111 holding.
  • Burling Wealth Partners first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.