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Oak Harbor Wealth Partners’s Coca-Cola KO Stock Holding History

Oak Harbor 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 		$3.76M Sell
49,402
-742
-1% -$56.1K 0.88% 31
2025
Q4 		$3.51M Sell
50,144
-1,291
-3% -$90K 0.84% 32
2025
Q3 		$3.41M Hold
51,435
– – 0.84% 32
2025
Q2 		$3.64M Hold
51,435
– – 0.98% 28
2025
Q1 		$3.68M Buy
51,435
+580
+1% +$38.7K 1.05% 26
2024
Q4 		$3.17M Sell
50,855
-666
-1% -$43.5K 0.92% 30
2024
Q3 		$3.7M Buy
51,521
+652
+1% +$44.6K 1.06% 24
2024
Q2 		$3.24M Sell
50,869
-422
-0.8% -$26.1K 1.02% 25
2024
Q1 		$3.14M Buy
51,291
+100
+0.2% +$6.01K 0.98% 29
2023
Q4 		$3.02M Buy
51,191
+1,521
+3% +$86.4K 1.01% 29
2023
Q3 		$2.78M Sell
49,670
-57
-0.1% -$3.42K 0.99% 27
2023
Q2 		$2.99M Sell
49,727
-1,475
-3% -$91.8K 1.02% 27
2023
Q1 		$3.18M Buy
51,202
+588
+1% +$35.6K 1.16% 21
2022
Q4 		$3.22M Buy
50,614
+40
+0.1% +$2.42K 1.23% 24
2022
Q3 		$2.83M Buy
50,574
+263
+0.5% +$16.3K 1.11% 25
2022
Q2 		$3.17M Sell
50,311
-264
-0.5% -$16.7K 1.26% 22
2022
Q1 		$3.14M Buy
50,575
+666
+1% +$40.5K 1.03% 28
2021
Q4 		$2.96M Buy
+49,909
New +$2.78M 1.02% 28

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

Oak Harbor Wealth Partners's KO Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its Coca-Cola (KO) stake by 1.5% in Q1 2026, selling an estimated $56.1K and leaving 49,402 shares worth $3.76M. The position accounts for 0.88% of the portfolio, ranked #31.

Oak Harbor Wealth Partners first reported a position in KO in Q4 2021 and has held it in 18 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Oak Harbor Wealth Partners held 49,402 shares of Coca-Cola worth $3.76M as of Q1 2026.
  • Oak Harbor Wealth Partners sold 742 Coca-Cola shares in Q1 2026, an estimated $56.1K.
  • Coca-Cola made up 0.88% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #31 holding.
  • Oak Harbor Wealth Partners first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.