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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
Q2 		$3.99M Sell
49,053
-349
-0.7% -$27.6K 1.49% 19
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 $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 $3.38T AUM 44.17% 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

Oak Harbor Wealth Partners's KO Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Coca-Cola (KO) stake by 0.71% in Q2 2026, selling an estimated $27.6K and leaving 49,053 shares worth $3.99M. The position accounts for 1.49% of the portfolio, ranked #19.

Oak Harbor Wealth Partners first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Oak Harbor Wealth Partners held 49,053 shares of Coca-Cola worth $3.99M as of Q2 2026.
  • Oak Harbor Wealth Partners sold 349 Coca-Cola shares in Q2 2026, an estimated $27.6K.
  • Coca-Cola made up 1.49% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #19 holding.
  • Oak Harbor Wealth Partners first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.