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Landmark Wealth Management (New York)’s Coca-Cola KO Stock Holding History

Landmark Wealth Management (New York)’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 		$555K Hold
6,827
– – 0.13% 107
2026
Q1 		$519K Buy
+6,827
New +$516K 0.14% 107

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 $3.38T AUM 44.17% 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

Landmark Wealth Management (New York)'s KO Position: Q2 2026 in Review

Landmark Wealth Management (New York) held its Coca-Cola (KO) position steady in Q2 2026 at 6,827 shares worth $555K. The position accounts for 0.13% of the portfolio, ranked #107.

Landmark Wealth Management (New York) first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,649 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Landmark Wealth Management (New York) held 6,827 shares of Coca-Cola worth $555K as of Q2 2026.
  • Landmark Wealth Management (New York) left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.13% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #107 holding.
  • Landmark Wealth Management (New York) first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
  • 3,649 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.