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

Core 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	$1.21M	Sell	14,916 -58	-0.4%	-$4.58K	0.52%	50
2026 Q1	$1.14M	Buy	14,974 +7	+0%	+$529	0.53%	48
2025 Q4	$1.05M	Sell	14,967 -1,317	-8%	-$91.8K	0.47%	51
2025 Q3	$1.08M	Sell	16,284 -970	-6%	-$66.8K	0.5%	49
2025 Q2	$1.22M	Buy	17,254 +275	+2%	+$19.6K	0.62%	45
2025 Q1	$1.22M	Sell	16,979 -1,778	-9%	-$119K	0.71%	34
2024 Q4	$1.17M	Hold	18,757	–	–	0.67%	41
2024 Q3	$1.35M	Sell	18,757 -1,287	-6%	-$88.1K	0.82%	29
2024 Q2	$1.28M	Buy	20,044 +6,349	+46%	+$393K	0.87%	28
2024 Q1	$838K	Buy	13,695 +100	+0.7%	+$6.01K	0.63%	36
2023 Q4	$801K	Hold	13,595	–	–	0.66%	33
2023 Q3	$761K	Sell	13,595 -5,595	-29%	-$336K	0.69%	30
2023 Q2	$1.16M	Buy	19,190 +200	+1%	+$12.4K	1.07%	23
2023 Q1	$1.18M	Sell	18,990 -1,713	-8%	-$104K	1.18%	22
2022 Q4	$1.39M	Buy	+20,703	New	+$1.25M	1.56%	17

Other funds holding KO

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Core Wealth Partners reduced its Coca-Cola (KO) stake by 0.39% in Q2 2026, selling an estimated $4.58K and leaving 14,916 shares worth $1.21M. The position accounts for 0.52% of the portfolio, ranked #50.

Core Wealth Partners first reported a position in KO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.39M in Q4 2022. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Core Wealth Partners held 14,916 shares of Coca-Cola worth $1.21M as of Q2 2026.
Core Wealth Partners sold 58 Coca-Cola shares in Q2 2026, an estimated $4.58K.
Coca-Cola made up 0.52% of Core Wealth Partners's portfolio in Q2 2026, its #50 holding.
Core Wealth Partners first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
Core Wealth Partners's Coca-Cola position peaked at $1.39M in Q4 2022.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.