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Founders Grove Wealth Partners’s Coca-Cola KO Stock Holding History

Founders Grove 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 		$851K Buy
10,466
+2,544
+32% +$201K 0.17% 87
2026
Q1 		$602K Sell
7,922
-262
-3% -$19.8K 0.14% 92
2025
Q4 		$572K Buy
8,184
+94
+1% +$6.55K 0.13% 96
2025
Q3 		$537K Buy
8,090
+637
+9% +$43.8K 0.13% 98
2025
Q2 		$527K Sell
7,453
-98
-1% -$6.98K 0.13% 89
2025
Q1 		$541K Sell
7,551
-139
-2% -$9.28K 0.15% 87
2024
Q4 		$479K Buy
+7,690
New +$502K 0.14% 86

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 $3.37T AUM 44.26% 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

Founders Grove Wealth Partners's KO Position: Q2 2026 in Review

Founders Grove Wealth Partners increased its Coca-Cola (KO) stake by 32% in Q2 2026, buying an estimated $201K and bringing the position to 10,466 shares worth $851K. The position accounts for 0.17% of the portfolio, ranked #87.

Founders Grove Wealth Partners first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Founders Grove Wealth Partners held 10,466 shares of Coca-Cola worth $851K as of Q2 2026.
  • Founders Grove Wealth Partners bought 2,544 Coca-Cola shares in Q2 2026, an estimated $201K.
  • Coca-Cola made up 0.17% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #87 holding.
  • Founders Grove Wealth Partners first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.