CWMP
KO icon

Clarion Wealth Managment Partners’s Coca-Cola KO Stock Holding History

Clarion Wealth Managment 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 		$283K Buy
3,484
+12
+0.3% +$948 0.23% 73
2026
Q1 		$264K Sell
3,472
-574
-14% -$43.4K 0.24% 72
2025
Q4 		$283K Buy
4,046
+25
+0.6% +$1.74K 0.26% 70
2025
Q3 		$267K Buy
4,021
+12
+0.3% +$826 0.26% 70
2025
Q2 		$284K Buy
+4,009
New +$286K 0.31% 69

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

Clarion Wealth Managment Partners's KO Position: Q2 2026 in Review

Clarion Wealth Managment Partners increased its Coca-Cola (KO) stake by 0.35% in Q2 2026, buying an estimated $948 and bringing the position to 3,484 shares worth $283K. The position accounts for 0.23% of the portfolio, ranked #73.

Clarion Wealth Managment Partners first reported a position in KO in Q2 2025 and has held it in 5 quarters since. The position peaked at $284K in Q2 2025. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Clarion Wealth Managment Partners held 3,484 shares of Coca-Cola worth $283K as of Q2 2026.
  • Clarion Wealth Managment Partners bought 12 Coca-Cola shares in Q2 2026, an estimated $948.
  • Coca-Cola made up 0.23% of Clarion Wealth Managment Partners's portfolio in Q2 2026, its #73 holding.
  • Clarion Wealth Managment Partners first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
  • Clarion Wealth Managment Partners's Coca-Cola position peaked at $284K in Q2 2025.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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