EWP
KO icon

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

Elevation 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 		$90.3K Buy
1,111
+725
+188% +$57.3K 0.03% 204
2026
Q1 		$29.4K Buy
386
+73
+23% +$5.52K 0.01% 311
2025
Q4 		$21.9K Hold
313
– – 0.01% 351
2025
Q3 		$20.8K Buy
313
+162
+107% +$11.2K 0.01% 322
2025
Q2 		$10.7K Hold
151
– – ﹤0.01% 365
2025
Q1 		$10.8K Hold
151
– – ﹤0.01% 364
2024
Q4 		$9.43K Hold
151
– – ﹤0.01% 372
2024
Q3 		$10.9K Hold
151
– – ﹤0.01% 351
2024
Q2 		$9.63K Hold
151
– – ﹤0.01% 349
2024
Q1 		$9.26K Sell
151
-319
-68% -$19.2K ﹤0.01% 360
2023
Q4 		$26.3K Buy
470
+320
+213% +$18.2K 0.02% 261
2023
Q3 		$8.43K Hold
150
– – 0.01% 254
2023
Q2 		$9.06K Hold
150
– – 0.01% 258
2023
Q1 		$9.33K Buy
+150
New +$9.08K 0.01% 265

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Elevation Wealth Partners increased its Coca-Cola (KO) stake by 188% in Q2 2026, buying an estimated $57.3K and bringing the position to 1,111 shares worth $90.3K. The position accounts for 0.03% of the portfolio, ranked #204.

Elevation Wealth Partners first reported a position in KO in Q1 2023 and has held it in 14 quarters since. 1,452 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Elevation Wealth Partners held 1,111 shares of Coca-Cola worth $90.3K as of Q2 2026.
  • Elevation Wealth Partners bought 725 Coca-Cola shares in Q2 2026, an estimated $57.3K.
  • Coca-Cola made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #204 holding.
  • Elevation Wealth Partners first reported a position in Coca-Cola in Q1 2023 and has held it in 14 quarters since.
  • 1,452 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.