HWP
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Highline Wealth Partners’s Coca-Cola KO Stock Holding History

Highline 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 		$177K Buy
2,175
+385
+22% +$30.4K 0.04% 122
2026
Q1 		$136K Buy
1,790
+35
+2% +$2.65K 0.03% 104
2025
Q4 		$123K Sell
1,755
-9,388
-84% -$654K 0.03% 82
2025
Q3 		$739K Sell
11,143
-75
-0.7% -$5.16K 0.2% 64
2025
Q2 		$794K Buy
11,218
+480
+4% +$34.2K 0.23% 59
2025
Q1 		$769K Buy
10,738
+189
+2% +$12.6K 0.26% 60
2024
Q4 		$657K Sell
10,549
-120
-1% -$7.83K 0.21% 61
2024
Q3 		$767K Sell
10,669
-103
-1% -$7.05K 0.26% 63
2024
Q2 		$686K Buy
10,772
+29
+0.3% +$1.79K 0.26% 63
2024
Q1 		$657K Hold
10,743
– – 0.27% 68
2023
Q4 		$633K Buy
10,743
+3
+0% +$170 0.31% 68
2023
Q3 		$601K Buy
10,740
+8
+0.1% +$480 0.37% 60
2023
Q2 		$646K Buy
10,732
+2
+0% +$124 0.41% 58
2023
Q1 		$666K Buy
10,730
+847
+9% +$51.3K 0.45% 54
2022
Q4 		$629K Buy
9,883
+3
+0% +$181 0.46% 58
2022
Q3 		$553K Buy
+9,880
New +$614K 0.45% 55

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Highline Wealth Partners increased its Coca-Cola (KO) stake by 22% in Q2 2026, buying an estimated $30.4K and bringing the position to 2,175 shares worth $177K. The position accounts for 0.04% of the portfolio, ranked #122.

Highline Wealth Partners first reported a position in KO in Q3 2022 and has held it in 16 quarters since. The position peaked at $794K in Q2 2025. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Highline Wealth Partners held 2,175 shares of Coca-Cola worth $177K as of Q2 2026.
  • Highline Wealth Partners bought 385 Coca-Cola shares in Q2 2026, an estimated $30.4K.
  • Coca-Cola made up 0.04% of Highline Wealth Partners's portfolio in Q2 2026, its #122 holding.
  • Highline Wealth Partners first reported a position in Coca-Cola in Q3 2022 and has held it in 16 quarters since.
  • Highline Wealth Partners's Coca-Cola position peaked at $794K in Q2 2025.
  • 681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.