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CPWA LLC’s Coca-Cola KO Stock Holding History

CPWA LLC’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 		$369K Buy
4,534
+29
+0.6% +$2.29K 0.43% 56
2026
Q1 		$354K Buy
+4,505
New +$341K 0.42% 58

Other funds holding KO

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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

CPWA LLC's KO Position: Q2 2026 in Review

CPWA LLC increased its Coca-Cola (KO) stake by 0.64% in Q2 2026, buying an estimated $2.29K and bringing the position to 4,534 shares worth $369K. The position accounts for 0.43% of the portfolio, ranked #56.

CPWA LLC first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,612 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • CPWA LLC held 4,534 shares of Coca-Cola worth $369K as of Q2 2026.
  • CPWA LLC bought 29 Coca-Cola shares in Q2 2026, an estimated $2.29K.
  • Coca-Cola made up 0.43% of CPWA LLC's portfolio in Q2 2026, its #56 holding.
  • CPWA LLC first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
  • 3,612 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on CPWA LLC's 13F filing for Q2 2026, filed 30 Jul 2026.