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Evelyn Partners’s Coca-Cola KO Stock Holding History

Evelyn 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 		$90.8M Buy
+1,116,793
New +$88.2M 0.19% 15

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Vanguard Capital Management
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State Street
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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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Evelyn Partners's KO Position: Q2 2026 in Review

Evelyn Partners opened a new position in Coca-Cola (KO) in Q2 2026: 1,116,793 shares worth $90.8M. The stake represents 0.19% of the portfolio and ranks #15 among its holdings.

3,490 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Evelyn Partners held 1,116,793 shares of Coca-Cola worth $90.8M as of Q2 2026.
  • Coca-Cola was a new Evelyn Partners position in Q2 2026.
  • Coca-Cola made up 0.19% of Evelyn Partners's portfolio in Q2 2026, its #15 holding.
  • 3,490 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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