Corient Private Wealth
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Corient Private Wealth’s Coca-Cola KO Stock Holding History

Corient Private Wealth’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 		$198M Sell
2,432,821
-472,763
-16% -$37.3M 0.27% 68
2026
Q1 		$220M Sell
2,905,584
-45,182
-2% -$3.42M 0.32% 65
2025
Q4 		$206M Buy
2,950,766
+1,184,913
+67% +$82.6M 0.28% 82
2025
Q3 		$116M Sell
1,765,853
-668,042
-27% -$46M 0.18% 117
2025
Q2 		$172M Sell
2,433,895
-48,882
-2% -$3.48M 0.23% 80
2025
Q1 		$178M Sell
2,482,777
-232,333
-9% -$15.5M 0.29% 70
2024
Q4 		$196M Buy
2,715,110
+5,291
+0.2% +$345K 0.33% 66
2024
Q3 		$195M Buy
2,709,819
+83,434
+3% +$5.71M 0.3% 68
2024
Q2 		$167M Sell
2,626,385
-279,370
-10% -$17.3M 0.29% 72
2024
Q1 		$178M Sell
2,905,755
-133,731
-4% -$8.03M 0.32% 65
2023
Q4 		$179M Buy
3,039,486
+77,935
+3% +$4.43M 0.33% 64
2023
Q3 		$166M Sell
2,961,551
-32,513
-1% -$1.95M 0.38% 55
2023
Q2 		$180M Buy
2,994,064
+494,738
+20% +$30.8M 0.42% 55
2023
Q1 		$155M Buy
2,499,326
+407,445
+19% +$24.7M 0.42% 56
2022
Q4 		$133M Buy
+2,091,881
New +$126M 0.48% 48

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Corient Private Wealth's KO Position: Q2 2026 in Review

Corient Private Wealth reduced its Coca-Cola (KO) stake by 16% in Q2 2026, selling an estimated $37.3M and leaving 2,432,821 shares worth $198M. The position accounts for 0.27% of the portfolio, ranked #68.

Corient Private Wealth first reported a position in KO in Q4 2022 and has held it in 15 quarters since. The position peaked at $220M in Q1 2026. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Corient Private Wealth held 2,432,821 shares of Coca-Cola worth $198M as of Q2 2026.
  • Corient Private Wealth sold 472,763 Coca-Cola shares in Q2 2026, an estimated $37.3M.
  • Coca-Cola made up 0.27% of Corient Private Wealth's portfolio in Q2 2026, its #68 holding.
  • Corient Private Wealth first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Coca-Cola position peaked at $220M in Q1 2026.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.