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

Fiduciary 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 		$223K Buy
2,746
+61
+2% +$4.82K 0.12% 62
2026
Q1 		$204K Sell
2,685
-1,069
-28% -$80.8K 0.13% 60
2025
Q4 		$262K Sell
3,754
-1,379
-27% -$96.1K 0.11% 72
2025
Q3 		$340K Buy
5,133
+1,578
+44% +$109K 0.14% 63
2025
Q2 		$251K Buy
3,555
+1,422
+67% +$101K 0.24% 44
2025
Q1 		$153K Buy
+2,133
New +$142K 0.13% 48

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 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

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

Fiduciary Wealth Partners increased its Coca-Cola (KO) stake by 2.3% in Q2 2026, buying an estimated $4.82K and bringing the position to 2,746 shares worth $223K. The position accounts for 0.12% of the portfolio, ranked #62.

Fiduciary Wealth Partners first reported a position in KO in Q1 2025 and has held it in 6 quarters since. The position peaked at $340K in Q3 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Fiduciary Wealth Partners held 2,746 shares of Coca-Cola worth $223K as of Q2 2026.
  • Fiduciary Wealth Partners bought 61 Coca-Cola shares in Q2 2026, an estimated $4.82K.
  • Coca-Cola made up 0.12% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #62 holding.
  • Fiduciary Wealth Partners first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
  • Fiduciary Wealth Partners's Coca-Cola position peaked at $340K in Q3 2025.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.