Elevation Advisory Partners’s Coca-Cola KO Stock Holding History

Elevation Advisory 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	–	Sell	-3,176	Closed	-$234K	–	69
2026 Q1	$234K	Buy	+3,176	New	+$240K	0.22%	83

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Elevation Advisory Partners's KO Position: Q2 2026 in Review

Elevation Advisory Partners sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 3,176 shares — an estimated $234K sold.

Elevation Advisory Partners first reported a position in KO in Q1 2026 and held it in 1 quarter. The position peaked at $234K in Q1 2026. 3,614 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Elevation Advisory Partners reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
Elevation Advisory Partners sold 3,176 Coca-Cola shares in Q2 2026, an estimated $234K.
Elevation Advisory Partners first reported a position in Coca-Cola in Q1 2026 and held it in 1 quarter.
Elevation Advisory Partners's Coca-Cola position peaked at $234K in Q1 2026.
3,614 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.