LiftPoint Family Wealth Advisors’s Coca-Cola KO Stock Holding History

LiftPoint Family Wealth Advisors’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	$237K	Buy	+2,912	New	+$230K	0.16%	64

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LiftPoint Family Wealth Advisors's KO Position: Q2 2026 in Review

LiftPoint Family Wealth Advisors opened a new position in Coca-Cola (KO) in Q2 2026: 2,912 shares worth $237K. The stake represents 0.16% of the portfolio and ranks #64 among its holdings.

3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

LiftPoint Family Wealth Advisors held 2,912 shares of Coca-Cola worth $237K as of Q2 2026.
Coca-Cola was a new LiftPoint Family Wealth Advisors position in Q2 2026.
Coca-Cola made up 0.16% of LiftPoint Family Wealth Advisors's portfolio in Q2 2026, its #64 holding.
3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on LiftPoint Family Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.