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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
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 $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

Clarion Wealth Managment Partners's KO Position: Q1 2026 in Review

Clarion Wealth Managment Partners reduced its Coca-Cola (KO) stake by 14% in Q1 2026, selling an estimated $43.4K and leaving 3,472 shares worth $264K. The position accounts for 0.24% of the portfolio, ranked #72.

Clarion Wealth Managment Partners first reported a position in KO in Q2 2025 and has held it in 4 quarters since. The position peaked at $284K in Q2 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Clarion Wealth Managment Partners held 3,472 shares of Coca-Cola worth $264K as of Q1 2026.
  • Clarion Wealth Managment Partners sold 574 Coca-Cola shares in Q1 2026, an estimated $43.4K.
  • Coca-Cola made up 0.24% of Clarion Wealth Managment Partners's portfolio in Q1 2026, its #72 holding.
  • Clarion Wealth Managment Partners first reported a position in Coca-Cola in Q2 2025 and has held it in 4 quarters since.
  • Clarion Wealth Managment Partners's Coca-Cola position peaked at $284K in Q2 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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