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

Concord 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 		$5.59M Sell
68,732
-1,216
-2% -$96K 0.64% 36
2026
Q1 		$5.32M Buy
69,948
+705
+1% +$53.3K 0.69% 33
2025
Q4 		$4.84M Buy
69,243
+2,589
+4% +$180K 0.63% 32
2025
Q3 		$4.42M Buy
66,654
+5,197
+8% +$358K 0.61% 32
2025
Q2 		$4.35M Sell
61,457
-10,501
-15% -$748K 0.63% 31
2025
Q1 		$5.15M Sell
71,958
-4,003
-5% -$267K 0.85% 28
2024
Q4 		$4.73M Buy
75,961
+8,774
+13% +$573K 0.77% 29
2024
Q3 		$4.83M Buy
67,187
+3,072
+5% +$210K 0.81% 34
2024
Q2 		$4.08M Buy
64,115
+3,093
+5% +$191K 0.72% 37
2024
Q1 		$3.73M Buy
61,022
+17,727
+41% +$1.06M 0.67% 38
2023
Q4 		$2.55M Buy
43,295
+10,954
+34% +$622K 0.51% 48
2023
Q3 		$1.81M Buy
32,341
+1,989
+7% +$119K 0.38% 46
2023
Q2 		$1.83M Buy
30,352
+11,427
+60% +$711K 0.39% 45
2023
Q1 		$1.17M Buy
18,925
+5,184
+38% +$314K 0.33% 46
2022
Q4 		$874K Sell
13,741
-906
-6% -$54.7K 0.26% 53
2022
Q3 		$821K Buy
14,647
+441
+3% +$27.4K 0.26% 56
2022
Q2 		$894K Buy
14,206
+3,774
+36% +$239K 0.25% 59
2022
Q1 		$647K Buy
10,432
+2,433
+30% +$148K 0.17% 82
2021
Q4 		$474K Buy
7,999
+2,048
+34% +$114K 0.12% 105
2021
Q3 		$312K Sell
5,951
-1,930
-24% -$108K 0.13% 56
2021
Q2 		$426K Sell
7,881
-1,102
-12% -$60K 0.12% 74
2021
Q1 		$473K Buy
8,983
+2,054
+30% +$103K 0.16% 61
2020
Q4 		$380K Buy
+6,929
New +$358K 0.29% 42

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Concord Wealth Partners reduced its Coca-Cola (KO) stake by 1.7% in Q2 2026, selling an estimated $96K and leaving 68,732 shares worth $5.59M. The position accounts for 0.64% of the portfolio, ranked #36.

Concord Wealth Partners first reported a position in KO in Q4 2020 and has held it in 23 quarters since. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Concord Wealth Partners held 68,732 shares of Coca-Cola worth $5.59M as of Q2 2026.
  • Concord Wealth Partners sold 1,216 Coca-Cola shares in Q2 2026, an estimated $96K.
  • Coca-Cola made up 0.64% of Concord Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • Concord Wealth Partners first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • 1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.