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Kestra Private Wealth Services’s Coca-Cola KO Stock Holding History

Kestra Private Wealth Services’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 		$19.4M Sell
238,392
-9,513
-4% -$751K 0.21% 104
2026
Q1 		$18.9M Buy
247,905
+37,493
+18% +$2.83M 0.23% 95
2025
Q4 		$14.7M Buy
210,412
+20,394
+11% +$1.42M 0.18% 124
2025
Q3 		$12.6M Buy
190,018
+1,449
+0.8% +$99.7K 0.16% 132
2025
Q2 		$13.3M Buy
188,569
+995
+0.5% +$70.9K 0.19% 117
2025
Q1 		$13.4M Sell
187,574
-8,251
-4% -$551K 0.22% 94
2024
Q4 		$12.2M Buy
195,825
+22,404
+13% +$1.46M 0.21% 105
2024
Q3 		$12.5M Sell
173,421
-19,032
-10% -$1.3M 0.23% 98
2024
Q2 		$12.2M Buy
192,453
+4,707
+3% +$291K 0.25% 88
2024
Q1 		$11.5M Buy
187,746
+2,506
+1% +$151K 0.26% 94
2023
Q4 		$10.9M Sell
185,240
-2,856
-2% -$162K 0.28% 89
2023
Q3 		$10.5M Buy
188,096
+22,650
+14% +$1.36M 0.33% 72
2023
Q2 		$9.96M Buy
165,446
+14,505
+10% +$902K 0.34% 70
2023
Q1 		$9.36M Buy
150,941
+42,930
+40% +$2.6M 0.37% 68
2022
Q4 		$6.87M Buy
108,011
+3,831
+4% +$231K 0.35% 76
2022
Q3 		$5.84M Sell
104,180
-4,656
-4% -$289K 0.34% 76
2022
Q2 		$6.85M Sell
108,836
-997
-0.9% -$63.2K 0.39% 57
2022
Q1 		$6.81M Sell
109,833
-433
-0.4% -$26.3K 0.34% 69
2021
Q4 		$6.53M Buy
110,266
+14,586
+15% +$812K 0.31% 76
2021
Q3 		$5.02M Buy
95,680
+2,884
+3% +$161K 0.28% 83
2021
Q2 		$5.02M Buy
92,796
+5,151
+6% +$280K 0.31% 73
2021
Q1 		$4.62M Buy
87,645
+1,416
+2% +$71.3K 0.32% 74
2020
Q4 		$4.69M Buy
86,229
+2,672
+3% +$138K 0.35% 71
2020
Q3 		$4.13M Buy
+83,557
New +$4.02M 0.36% 69

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

Kestra Private Wealth Services's KO Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Coca-Cola (KO) stake by 3.8% in Q2 2026, selling an estimated $751K and leaving 238,392 shares worth $19.4M. The position accounts for 0.21% of the portfolio, ranked #104.

Kestra Private Wealth Services first reported a position in KO in Q3 2020 and has held it in 24 quarters since. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Kestra Private Wealth Services held 238,392 shares of Coca-Cola worth $19.4M as of Q2 2026.
  • Kestra Private Wealth Services sold 9,513 Coca-Cola shares in Q2 2026, an estimated $751K.
  • Coca-Cola made up 0.21% of Kestra Private Wealth Services's portfolio in Q2 2026, its #104 holding.
  • Kestra Private Wealth Services first reported a position in Coca-Cola in Q3 2020 and has held it in 24 quarters since.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.