Daymark Wealth Partners
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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
Q3 		$20.8M Buy
241,767
+23,568
+11% +$2.04M 0.47% 46
2026
Q2 		$17.7M Buy
218,199
+88,690
+68% +$7M 0.43% 51
2026
Q1 		$9.8M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Daymark Wealth Partners's KO Position: Q3 2026 in Review

Daymark Wealth Partners increased its Coca-Cola (KO) stake by 11% in Q3 2026, buying an estimated $2.04M and bringing the position to 241,767 shares worth $20.8M. The position accounts for 0.47% of the portfolio, ranked #46.

Daymark Wealth Partners first reported a position in KO in Q4 2022 and has held it in 16 quarters since. 2,305 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Daymark Wealth Partners held 241,767 shares of Coca-Cola worth $20.8M as of Q3 2026.
  • Daymark Wealth Partners bought 23,568 Coca-Cola shares in Q3 2026, an estimated $2.04M.
  • Coca-Cola made up 0.47% of Daymark Wealth Partners's portfolio in Q3 2026, its #46 holding.
  • Daymark Wealth Partners first reported a position in Coca-Cola in Q4 2022 and has held it in 16 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.