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

Cascade 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 		$474K Sell
5,827
-40
-0.7% -$3.16K 0.04% 180
2026
Q1 		$446K Sell
5,867
-150
-2% -$11.3K 0.05% 175
2025
Q4 		$421K Sell
6,017
-599
-9% -$41.8K 0.04% 179
2025
Q3 		$439K Buy
6,616
+36
+0.5% +$2.48K 0.05% 174
2025
Q2 		$466K Buy
6,580
+400
+6% +$28.5K 0.06% 166
2025
Q1 		$443K Sell
6,180
-349
-5% -$23.3K 0.06% 163
2024
Q4 		$406K Buy
6,529
+1,001
+18% +$65.3K 0.05% 158
2024
Q3 		$384K Buy
5,528
+79
+1% +$5.41K 0.05% 165
2024
Q2 		$347K Sell
5,449
-998
-15% -$61.8K 0.05% 166
2024
Q1 		$376K Buy
+6,447
New +$387K 0.05% 157

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

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

Cascade Financial Partners reduced its Coca-Cola (KO) stake by 0.68% in Q2 2026, selling an estimated $3.16K and leaving 5,827 shares worth $474K. The position accounts for 0.04% of the portfolio, ranked #180.

Cascade Financial Partners first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Cascade Financial Partners held 5,827 shares of Coca-Cola worth $474K as of Q2 2026.
  • Cascade Financial Partners sold 40 Coca-Cola shares in Q2 2026, an estimated $3.16K.
  • Coca-Cola made up 0.04% of Cascade Financial Partners's portfolio in Q2 2026, its #180 holding.
  • Cascade Financial Partners first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
  • 3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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