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Impact Partnership Wealth’s Coca-Cola KO Stock Holding History

Impact Partnership Wealth’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 		$735K Buy
9,048
+1,088
+14% +$85.9K 0.07% 184
2026
Q1 		$605K Sell
7,960
-1,874
-19% -$142K 0.07% 172
2025
Q4 		$687K Buy
+9,834
New +$686K 0.09% 154
2024
Q2 		– Sell
-1,785
Closed -$109K – 471
2024
Q1 		$109K Hold
1,785
– – 0.04% 247
2023
Q4 		$105K Sell
1,785
-769
-30% -$43.7K 0.04% 239
2023
Q3 		$143K Buy
2,554
+1,740
+214% +$104K 0.04% 237
2023
Q2 		$49K Buy
+814
New +$50.6K 0.02% 257

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

Impact Partnership Wealth's KO Position: Q2 2026 in Review

Impact Partnership Wealth increased its Coca-Cola (KO) stake by 14% in Q2 2026, buying an estimated $85.9K and bringing the position to 9,048 shares worth $735K. The position accounts for 0.07% of the portfolio, ranked #184.

Impact Partnership Wealth first reported a position in KO in Q2 2023 and has held it in 7 quarters since. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Impact Partnership Wealth held 9,048 shares of Coca-Cola worth $735K as of Q2 2026.
  • Impact Partnership Wealth bought 1,088 Coca-Cola shares in Q2 2026, an estimated $85.9K.
  • Coca-Cola made up 0.07% of Impact Partnership Wealth's portfolio in Q2 2026, its #184 holding.
  • Impact Partnership Wealth first reported a position in Coca-Cola in Q2 2023 and has held it in 7 quarters since.
  • 3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.