Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Coca-Cola KO Stock Holding History

Kovitz Investment Group 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
2022
Q2 		– Sell
-294
Closed -$517K – 417
2022
Q1 		$517K Hold
294
– – 0.01% 337
2021
Q4 		$431K Sell
294
-296
-50% -$16.5K 0.01% 344
2021
Q3 		$538K Buy
590
+5
+0.9% +$279 0.01% 347
2021
Q2 		$617K Buy
585
+12
+2% +$653 0.01% 349
2021
Q1 		$546K Buy
+573
New +$28.8K 0.01% 334

Other funds holding KO

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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

Kovitz Investment Group Partners's KO Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Coca-Cola (KO) stake by 1.3% in Q2 2026, buying an estimated $17.1K and bringing the position to 17,532 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #270.

Kovitz Investment Group Partners first reported a position in KO in Q1 2016 and has held it in 42 quarters since. The position peaked at $21.7M in Q1 2016. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Kovitz Investment Group Partners held 17,532 shares of Coca-Cola worth $1.42M as of Q2 2026.
  • Kovitz Investment Group Partners bought 217 Coca-Cola shares in Q2 2026, an estimated $17.1K.
  • Coca-Cola made up 0.03% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #270 holding.
  • Kovitz Investment Group Partners first reported a position in Coca-Cola in Q1 2016 and has held it in 42 quarters since.
  • Kovitz Investment Group Partners's Coca-Cola position peaked at $21.7M in Q1 2016.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.