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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Impact Partnership Wealth's KO Position: Q1 2026 in Review

Impact Partnership Wealth reduced its Coca-Cola (KO) stake by 19% in Q1 2026, selling an estimated $142K and leaving 7,960 shares worth $605K. The position accounts for 0.07% of the portfolio, ranked #172.

Impact Partnership Wealth first reported a position in KO in Q2 2023 and has held it in 6 quarters since. The position peaked at $687K in Q4 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Impact Partnership Wealth held 7,960 shares of Coca-Cola worth $605K as of Q1 2026.
  • Impact Partnership Wealth sold 1,874 Coca-Cola shares in Q1 2026, an estimated $142K.
  • Coca-Cola made up 0.07% of Impact Partnership Wealth's portfolio in Q1 2026, its #172 holding.
  • Impact Partnership Wealth first reported a position in Coca-Cola in Q2 2023 and has held it in 6 quarters since.
  • Impact Partnership Wealth's Coca-Cola position peaked at $687K in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.