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LeClair Wealth Partners’s Coca-Cola KO Stock Holding History

LeClair Wealth 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
2026
Q1 		$303K Buy
+3,982
New +$301K 0.1% 84

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

LeClair Wealth Partners's KO Position: Q1 2026 in Review

LeClair Wealth Partners opened a new position in Coca-Cola (KO) in Q1 2026: 3,982 shares worth $303K. The stake represents 0.1% of the portfolio and ranks #84 among its holdings.

3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • LeClair Wealth Partners held 3,982 shares of Coca-Cola worth $303K as of Q1 2026.
  • Coca-Cola was a new LeClair Wealth Partners position in Q1 2026.
  • Coca-Cola made up 0.1% of LeClair Wealth Partners's portfolio in Q1 2026, its #84 holding.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.