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 Q1	$207K	Buy	+2,720	New	+$206K	0.09%	157

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Forefront Wealth Partners's KO Position: Q1 2026 in Review

Forefront Wealth Partners opened a new position in Coca-Cola (KO) in Q1 2026: 2,720 shares worth $207K. The stake represents 0.09% of the portfolio and ranks #157 among its holdings.

3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Forefront Wealth Partners held 2,720 shares of Coca-Cola worth $207K as of Q1 2026.
Coca-Cola was a new Forefront Wealth Partners position in Q1 2026.
Coca-Cola made up 0.09% of Forefront Wealth Partners's portfolio in Q1 2026, its #157 holding.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.