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Golden State Equity Partners’s Coca-Cola KO Stock Holding History

Golden State Equity 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 		$26.2K Sell
322
-37,528
-99% -$2.96M 0.07% 151
2026
Q1 		$2.88M Buy
37,850
+16,965
+81% +$1.28M 0.22% 106
2025
Q4 		$1.46M Sell
20,885
-3,151
-13% -$220K 0.24% 92
2025
Q3 		$1.59M Buy
24,036
+672
+3% +$46.3K 0.27% 78
2025
Q2 		$1.65M Buy
23,364
+7,094
+44% +$505K 0.31% 72
2025
Q1 		$1.17M Buy
16,270
+2,106
+15% +$141K 0.23% 110
2024
Q4 		$882K Sell
14,164
-1,214
-8% -$79.2K 0.17% 150
2024
Q3 		$1.11M Buy
15,378
+3,548
+30% +$243K 0.17% 130
2024
Q2 		$753K Buy
+11,830
New +$732K 0.16% 147
2023
Q4 		$1.3M Sell
22,108
-253
-1% -$14.4K 0.32% 78
2023
Q3 		$1.25M Buy
22,361
+10,572
+90% +$634K 0.35% 72
2023
Q2 		$710K Sell
11,789
-1,255
-10% -$78.1K 0.2% 125
2023
Q1 		$809K Buy
+13,044
New +$790K 0.44% 68
2022
Q1 		$858K Buy
13,837
+8,912
+181% +$542K 0.43% 68
2021
Q4 		$292K Sell
4,925
-4,674
-49% -$260K 0.15% 131
2021
Q3 		$504K Sell
9,599
-630
-6% -$35.1K 0.21% 117
2021
Q2 		$553K Buy
10,229
+2,578
+34% +$140K 0.21% 116
2021
Q1 		$403K Buy
+7,651
New +$385K 0.23% 98

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

Golden State Equity Partners's KO Position: Q2 2026 in Review

Golden State Equity Partners reduced its Coca-Cola (KO) stake by 99% in Q2 2026, selling an estimated $2.96M and leaving 322 shares worth $26.2K. The position accounts for 0.07% of the portfolio, ranked #151.

Golden State Equity Partners first reported a position in KO in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.88M in Q1 2026. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Golden State Equity Partners held 322 shares of Coca-Cola worth $26.2K as of Q2 2026.
  • Golden State Equity Partners sold 37,528 Coca-Cola shares in Q2 2026, an estimated $2.96M.
  • Coca-Cola made up 0.07% of Golden State Equity Partners's portfolio in Q2 2026, its #151 holding.
  • Golden State Equity Partners first reported a position in Coca-Cola in Q1 2021 and has held it in 18 quarters since.
  • Golden State Equity Partners's Coca-Cola position peaked at $2.88M in Q1 2026.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.