CWP
KO icon

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
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

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Clark Wealth Partners's KO Position: Q2 2026 in Review

Clark Wealth Partners reduced its Coca-Cola (KO) stake by 2% in Q2 2026, selling an estimated $9.08K and leaving 5,626 shares worth $460K. The position accounts for 0.26% of the portfolio, ranked #46.

Clark Wealth Partners first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $765K in Q4 2025. 3,490 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Clark Wealth Partners held 5,626 shares of Coca-Cola worth $460K as of Q2 2026.
  • Clark Wealth Partners sold 115 Coca-Cola shares in Q2 2026, an estimated $9.08K.
  • Coca-Cola made up 0.26% of Clark Wealth Partners's portfolio in Q2 2026, its #46 holding.
  • Clark Wealth Partners first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's Coca-Cola position peaked at $765K in Q4 2025.
  • 3,490 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.