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

Gen-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 		$4.48M Sell
55,090
-1,162
-2% -$91.8K 1.24% 12
2026
Q1 		$4.28M Buy
56,252
+635
+1% +$48K 1.35% 12
2025
Q4 		$3.89M Buy
55,617
+23,884
+75% +$1.67M 1.25% 12
2025
Q3 		$2.1M Buy
31,733
+2,856
+10% +$197K 0.71% 27
2025
Q2 		$2.04M Sell
28,877
-512
-2% -$36.5K 0.79% 26
2025
Q1 		$2.1M Buy
29,389
+1,053
+4% +$70.3K 0.88% 20
2024
Q4 		$1.76M Buy
28,336
+1,365
+5% +$89.1K 0.76% 26
2024
Q3 		$1.78M Sell
26,971
-3,408
-11% -$233K 0.78% 25
2024
Q2 		$1.93M Buy
30,379
+2,129
+8% +$132K 0.93% 17
2024
Q1 		$1.73M Buy
+28,250
New +$1.7M 0.86% 26

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

Gen-Wealth Partners's KO Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Coca-Cola (KO) stake by 2.1% in Q2 2026, selling an estimated $91.8K and leaving 55,090 shares worth $4.48M. The position accounts for 1.24% of the portfolio, ranked #12.

Gen-Wealth Partners first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Gen-Wealth Partners held 55,090 shares of Coca-Cola worth $4.48M as of Q2 2026.
  • Gen-Wealth Partners sold 1,162 Coca-Cola shares in Q2 2026, an estimated $91.8K.
  • Coca-Cola made up 1.24% of Gen-Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • Gen-Wealth Partners first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.