Morey & Quinn Wealth Partners’s Coca-Cola KO Stock Holding History

Morey & Quinn 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	$569K	Buy	7,001 +236	+3%	+$18.6K	0.37%	65
2026 Q1	$514K	Buy	6,765 +2,375	+54%	+$180K	0.37%	70
2025 Q4	$307K	Hold	4,390	–	–	0.22%	103
2025 Q3	$291K	Buy	4,390 +180	+4%	+$12.4K	0.21%	104
2025 Q2	$298K	Sell	4,210 -400	-9%	-$28.5K	0.24%	100
2025 Q1	$330K	Buy	4,610 +520	+13%	+$34.7K	0.27%	89
2024 Q4	$255K	Buy	+4,090	New	+$267K	0.22%	103

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Morey & Quinn Wealth Partners's KO Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its Coca-Cola (KO) stake by 3.5% in Q2 2026, buying an estimated $18.6K and bringing the position to 7,001 shares worth $569K. The position accounts for 0.37% of the portfolio, ranked #65.

Morey & Quinn Wealth Partners first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Morey & Quinn Wealth Partners held 7,001 shares of Coca-Cola worth $569K as of Q2 2026.
Morey & Quinn Wealth Partners bought 236 Coca-Cola shares in Q2 2026, an estimated $18.6K.
Coca-Cola made up 0.37% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #65 holding.
Morey & Quinn Wealth Partners first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.