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

Clark 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
Q3 		$493K Buy
5,687
+61
+1% +$5.29K 0.26% 49
2026
Q2 		$460K Sell
5,626
-115
-2% -$9.08K 0.26% 46
2026
Q1 		$440K Sell
5,741
-5,202
-48% -$393K 0.3% 41
2025
Q4 		$765K Hold
10,943
– – 0.47% 34
2025
Q3 		$765K Buy
10,943
+859
+9% +$59.1K 0.47% 34
2025
Q2 		$713K Sell
10,084
-171
-2% -$12.2K 0.48% 29
2025
Q1 		$734K Buy
10,255
+131
+1% +$8.75K 0.54% 26
2024
Q4 		$630K Buy
+10,124
New +$661K 0.49% 30

Other funds holding KO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Clark Wealth Partners's KO Position: Q3 2026 in Review

Clark Wealth Partners increased its Coca-Cola (KO) stake by 1.1% in Q3 2026, buying an estimated $5.29K and bringing the position to 5,687 shares worth $493K. The position accounts for 0.26% of the portfolio, ranked #49.

Clark Wealth Partners first reported a position in KO in Q4 2024 and has held it in 8 quarters since. The position peaked at $765K in Q4 2025. 3,288 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Clark Wealth Partners held 5,687 shares of Coca-Cola worth $493K as of Q3 2026.
  • Clark Wealth Partners bought 61 Coca-Cola shares in Q3 2026, an estimated $5.29K.
  • Coca-Cola made up 0.26% of Clark Wealth Partners's portfolio in Q3 2026, its #49 holding.
  • Clark Wealth Partners first reported a position in Coca-Cola in Q4 2024 and has held it in 8 quarters since.
  • Clark Wealth Partners's Coca-Cola position peaked at $765K in Q4 2025.
  • 3,288 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.