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Evolve Private Wealth’s Coca-Cola KO Stock Holding History

Evolve Private Wealth’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 		$358K Sell
4,344
-36,589
-89% -$2.89M 0.02% 642
2026
Q1 		$3.11M Sell
40,933
-56,887
-58% -$4.3M 0.17% 112
2025
Q4 		$6.84M Buy
+97,820
New +$6.82M 0.41% 37

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

Evolve Private Wealth's KO Position: Q2 2026 in Review

Evolve Private Wealth reduced its Coca-Cola (KO) stake by 89% in Q2 2026, selling an estimated $2.89M and leaving 4,344 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #642.

Evolve Private Wealth first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.84M in Q4 2025. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Evolve Private Wealth held 4,344 shares of Coca-Cola worth $358K as of Q2 2026.
  • Evolve Private Wealth sold 36,589 Coca-Cola shares in Q2 2026, an estimated $2.89M.
  • Coca-Cola made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #642 holding.
  • Evolve Private Wealth first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Coca-Cola position peaked at $6.84M in Q4 2025.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.