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Essential Partners’s Coca-Cola KO Stock Holding History

Essential 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 		$39.5K Buy
486
+10
+2% +$790 0.02% 671
2026
Q1 		$36.2K Buy
476
+53
+13% +$4.01K 0.01% 691
2025
Q4 		$29.6K Sell
423
-60
-12% -$4.18K 0.01% 769
2025
Q3 		$32K Buy
483
+193
+67% +$13.3K 0.01% 739
2025
Q2 		$20.5K Buy
+290
New +$20.7K 0.01% 666

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 $3.38T AUM 44.17% 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

Essential Partners's KO Position: Q2 2026 in Review

Essential Partners increased its Coca-Cola (KO) stake by 2.1% in Q2 2026, buying an estimated $790 and bringing the position to 486 shares worth $39.5K. The position accounts for 0.02% of the portfolio, ranked #671.

Essential Partners first reported a position in KO in Q2 2025 and has held it in 5 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Essential Partners held 486 shares of Coca-Cola worth $39.5K as of Q2 2026.
  • Essential Partners bought 10 Coca-Cola shares in Q2 2026, an estimated $790.
  • Coca-Cola made up 0.02% of Essential Partners's portfolio in Q2 2026, its #671 holding.
  • Essential Partners first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.