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Liberty Square Wealth Partners’s Coca-Cola KO Stock Holding History

Liberty Square 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
Q2 		– Sell
-3,010
Closed -$229K – 144
2026
Q1 		$229K Sell
3,010
-483
-14% -$36.5K 0.06% 132
2025
Q4 		$244K Hold
3,493
– – 0.07% 129
2025
Q3 		$232K Sell
3,493
-1,290
-27% -$88.8K 0.07% 133
2025
Q2 		$338K Hold
4,783
– – 0.12% 104
2025
Q1 		$343K Hold
4,783
– – 0.13% 102
2024
Q4 		$329K Buy
+4,783
New +$312K 0.12% 108

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

Liberty Square Wealth Partners's KO Position: Q2 2026 in Review

Liberty Square Wealth Partners sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 3,010 shares — an estimated $229K sold.

Liberty Square Wealth Partners first reported a position in KO in Q4 2024 and held it in 6 quarters. The position peaked at $343K in Q1 2025. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Liberty Square Wealth Partners reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Liberty Square Wealth Partners sold 3,010 Coca-Cola shares in Q2 2026, an estimated $229K.
  • Liberty Square Wealth Partners first reported a position in Coca-Cola in Q4 2024 and held it in 6 quarters.
  • Liberty Square Wealth Partners's Coca-Cola position peaked at $343K in Q1 2025.
  • 3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.