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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Burling Wealth Partners's KO Position: Q1 2026 in Review

Burling Wealth Partners increased its Coca-Cola (KO) stake by 0.44% in Q1 2026, buying an estimated $2.95K and bringing the position to 8,962 shares worth $682K. The position accounts for 0.11% of the portfolio, ranked #108.

Burling Wealth Partners first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Burling Wealth Partners held 8,962 shares of Coca-Cola worth $682K as of Q1 2026.
  • Burling Wealth Partners bought 39 Coca-Cola shares in Q1 2026, an estimated $2.95K.
  • Coca-Cola made up 0.11% of Burling Wealth Partners's portfolio in Q1 2026, its #108 holding.
  • Burling Wealth Partners first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.