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

Destiny 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 		$330K Buy
3,762
+218
+6% +$17.2K 0.05% 122
2026
Q1 		$270K Sell
3,544
-259
-7% -$19.6K 0.03% 193
2025
Q4 		$276K Buy
3,803
+44
+1% +$3.07K 0.03% 180
2025
Q3 		$249K Buy
3,759
+1
+0% +$69 0.03% 181
2025
Q2 		$266K Sell
3,758
-24
-0.6% -$1.71K 0.04% 164
2025
Q1 		$271K Sell
3,782
-129
-3% -$8.62K 0.04% 139
2024
Q4 		$243K Sell
3,911
-74
-2% -$4.83K 0.04% 147
2024
Q3 		$286K Sell
3,985
-4
-0.1% -$274 0.05% 134
2024
Q2 		$254K Buy
3,989
+120
+3% +$7.43K 0.05% 137
2024
Q1 		$237K Sell
3,869
-980
-20% -$58.9K 0.04% 145
2023
Q4 		$290K Sell
4,849
-1,083
-18% -$61.5K 0.05% 131
2023
Q3 		$332K Sell
5,932
-772
-12% -$46.3K 0.07% 122
2023
Q2 		$419K Sell
6,704
-1,492
-18% -$92.8K 0.08% 108
2023
Q1 		$508K Sell
8,196
-124
-1% -$7.51K 0.11% 95
2022
Q4 		$529K Buy
8,320
+305
+4% +$18.4K 0.11% 95
2022
Q3 		$449K Buy
8,015
+1,266
+19% +$78.7K 0.1% 100
2022
Q2 		$425K Buy
6,749
+3,596
+114% +$228K 0.09% 96
2022
Q1 		$195K Sell
3,153
-35
-1% -$2.13K 0.04% 159
2021
Q4 		$189K Sell
3,188
-1,014
-24% -$56.5K 0.04% 180
2021
Q3 		$220K Sell
4,202
-497
-11% -$27.7K 0.04% 161
2021
Q2 		$254K Buy
4,699
+1,446
+44% +$78.7K 0.05% 170
2021
Q1 		$171K Buy
3,253
+65
+2% +$3.27K 0.04% 170
2020
Q4 		$175K Buy
+3,188
New +$165K 0.04% 211

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

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

Destiny Wealth Partners increased its Coca-Cola (KO) stake by 6.2% in Q2 2026, buying an estimated $17.2K and bringing the position to 3,762 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #122.

Destiny Wealth Partners first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $529K in Q4 2022. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Destiny Wealth Partners held 3,762 shares of Coca-Cola worth $330K as of Q2 2026.
  • Destiny Wealth Partners bought 218 Coca-Cola shares in Q2 2026, an estimated $17.2K.
  • Coca-Cola made up 0.05% of Destiny Wealth Partners's portfolio in Q2 2026, its #122 holding.
  • Destiny Wealth Partners first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • Destiny Wealth Partners's Coca-Cola position peaked at $529K in Q4 2022.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.