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

Forefront 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	$214K	Sell	2,633 -87	-3%	-$6.87K	0.07%	172
2026 Q1	$207K	Buy	+2,720	New	+$206K	0.09%	157

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Forefront Wealth Partners reduced its Coca-Cola (KO) stake by 3.2% in Q2 2026, selling an estimated $6.87K and leaving 2,633 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #172.

Forefront Wealth Partners first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Forefront Wealth Partners held 2,633 shares of Coca-Cola worth $214K as of Q2 2026.
Forefront Wealth Partners sold 87 Coca-Cola shares in Q2 2026, an estimated $6.87K.
Coca-Cola made up 0.07% of Forefront Wealth Partners's portfolio in Q2 2026, its #172 holding.
Forefront Wealth Partners first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.