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

Daymark 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 		$17.7M Buy
218,199
+88,690
+68% +$7M 0.43% 51
2026
Q1 		$9.85M Buy
129,509
+136
+0.1% +$10.3K 0.31% 62
2025
Q4 		$9.04M Buy
129,373
+1,802
+1% +$126K 0.29% 68
2025
Q3 		$8.46M Buy
127,571
+3,942
+3% +$271K 0.29% 70
2025
Q2 		$8.75M Sell
123,629
-1,169
-0.9% -$83.3K 0.33% 62
2025
Q1 		$9M Sell
124,798
-98,983
-44% -$6.61M 0.39% 55
2024
Q4 		$7.93M Sell
223,781
-875
-0.4% -$57.1K 0.34% 65
2024
Q3 		$9.2M Buy
224,656
+321
+0.1% +$22K 0.39% 59
2024
Q2 		$8.14M Buy
224,335
+11,904
+6% +$737K 0.37% 60
2024
Q1 		$7.1M Buy
212,431
+6,087
+3% +$366K 0.38% 62
2023
Q4 		$6.48M Buy
206,344
+1,500
+0.7% +$85.2K 0.4% 56
2023
Q3 		$6.08M Buy
204,844
+101,369
+98% +$6.08M 0.42% 56
2023
Q2 		$6.23M Buy
103,475
+35,736
+53% +$2.22M 0.46% 50
2023
Q1 		$4.2M Sell
67,739
-7,835
-10% -$474K 0.56% 42
2022
Q4 		$4.81M Buy
+75,574
New +$4.56M 0.85% 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
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

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

Daymark Wealth Partners increased its Coca-Cola (KO) stake by 68% in Q2 2026, buying an estimated $7M and bringing the position to 218,199 shares worth $17.7M. The position accounts for 0.43% of the portfolio, ranked #51.

Daymark Wealth Partners first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Daymark Wealth Partners held 218,199 shares of Coca-Cola worth $17.7M as of Q2 2026.
  • Daymark Wealth Partners bought 88,690 Coca-Cola shares in Q2 2026, an estimated $7M.
  • Coca-Cola made up 0.43% of Daymark Wealth Partners's portfolio in Q2 2026, its #51 holding.
  • Daymark Wealth Partners first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.