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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Destiny Wealth Partners's KO Position: Q1 2026 in Review

Destiny Wealth Partners reduced its Coca-Cola (KO) stake by 6.8% in Q1 2026, selling an estimated $19.6K and leaving 3,544 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #193.

Destiny Wealth Partners first reported a position in KO in Q4 2020 and has held it in 22 quarters since. The position peaked at $529K in Q4 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Destiny Wealth Partners held 3,544 shares of Coca-Cola worth $270K as of Q1 2026.
  • Destiny Wealth Partners sold 259 Coca-Cola shares in Q1 2026, an estimated $19.6K.
  • Coca-Cola made up 0.03% of Destiny Wealth Partners's portfolio in Q1 2026, its #193 holding.
  • Destiny Wealth Partners first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
  • Destiny Wealth Partners's Coca-Cola position peaked at $529K in Q4 2022.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.