Obermeyer Wealth Partners’s Coca-Cola KO Stock Holding History

Obermeyer 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	$2.36M	Sell	28,995 -417	-1%	-$32.9K	0.1%	74
2026 Q1	$2.24M	Hold	29,412	–	–	0.1%	72
2025 Q4	$2.06M	Sell	29,412 -332	-1%	-$23.1K	0.09%	75
2025 Q3	$1.97M	Buy	29,744 +37	+0.1%	+$2.55K	0.09%	77
2025 Q2	$2.1M	Buy	29,707 +9	+0%	+$641	0.1%	75
2025 Q1	$2.13M	Sell	29,698 -2,333	-7%	-$156K	0.11%	68
2024 Q4	$1.99M	Buy	32,031 +230	+0.7%	+$15K	0.1%	69
2024 Q3	$2.29M	Sell	31,801 -728	-2%	-$49.9K	0.12%	66
2024 Q2	$2.07M	Sell	32,529 -601	-2%	-$37.2K	0.12%	71
2024 Q1	$2.03M	Sell	33,130 -269	-0.8%	-$16.2K	0.12%	67
2023 Q4	$1.97M	Buy	33,399 +42	+0.1%	+$2.39K	0.13%	52
2023 Q3	$1.87M	Buy	33,357 +826	+3%	+$49.5K	0.14%	47
2023 Q2	$1.96M	Sell	32,531 -92	-0.3%	-$5.72K	0.14%	50
2023 Q1	$2.02M	Sell	32,623 -15,635	-32%	-$947K	0.15%	49
2022 Q4	$3.07M	Buy	48,258 +2,949	+7%	+$178K	0.23%	41
2022 Q3	$2.54M	Buy	45,309 +5,991	+15%	+$372K	0.21%	38
2022 Q2	$2.47M	Buy	39,318 +4,734	+14%	+$300K	0.18%	41
2022 Q1	$2.14M	Buy	34,584 +9	+0%	+$547	0.13%	51
2021 Q4	$2.05M	Sell	34,575 -820	-2%	-$45.7K	0.11%	50
2021 Q3	$1.86M	Sell	35,395 -132	-0.4%	-$7.36K	0.1%	52
2021 Q2	$1.92M	Buy	35,527 +642	+2%	+$34.9K	0.11%	55
2021 Q1	$1.84M	Buy	34,885 +3,728	+12%	+$188K	0.11%	55
2020 Q4	$1.71M	Sell	31,157 -78	-0.2%	-$4.03K	0.11%	50
2020 Q3	$1.54M	Buy	31,235 +2,779	+10%	+$134K	0.12%	51
2020 Q2	$1.27M	Buy	28,456 +1,103	+4%	+$50.8K	0.11%	48
2020 Q1	$1.21M	Sell	27,353 -331	-1%	-$17.9K	0.13%	46
2019 Q4	$1.53M	Sell	27,684 -383	-1%	-$20.6K	0.14%	49
2019 Q3	$1.53M	Buy	28,067 +1,228	+5%	+$65.8K	0.14%	49
2019 Q2	$1.37M	Buy	26,839 +127	+0.5%	+$6.22K	0.12%	51
2019 Q1	$1.25M	Sell	26,712 -1,430	-5%	-$66.9K	0.12%	51
2018 Q4	$1.33M	Sell	28,142 -3,080	-10%	-$147K	0.14%	48
2018 Q3	$1.44M	Sell	31,222 -370	-1%	-$16.9K	0.12%	47
2018 Q2	$1.39M	Sell	31,592 -1,304	-4%	-$56.3K	0.12%	50
2018 Q1	$1.43M	Sell	32,896 -2,000	-6%	-$89.8K	0.13%	44
2017 Q4	$1.6M	Buy	34,896 +9,725	+39%	+$447K	0.14%	46
2017 Q3	$1.13M	Buy	25,171 +18,913	+302%	+$860K	0.1%	53
2017 Q2	$281K	Hold	6,258	–	–	0.02%	100
2017 Q1	$266K	Hold	6,258	–	–	0.02%	109
2016 Q4	$259K	Buy	6,258 +800	+15%	+$33.3K	0.02%	113
2016 Q3	$231K	Hold	5,458	–	–	0.02%	117
2016 Q2	$247K	Buy	+5,458	New	+$247K	0.02%	113
2015 Q4	–	Sell	-5,650	Closed	-$227K	–	126
2015 Q3	$227K	Buy	5,650 +200	+4%	+$8.01K	0.02%	106
2015 Q2	$214K	Hold	5,450	–	–	0.02%	122
2015 Q1	$221K	Hold	5,450	–	–	0.02%	126
2014 Q4	$230K	Buy	+5,450	New	+$233K	0.02%	128

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

Obermeyer Wealth Partners's KO Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Coca-Cola (KO) stake by 1.4% in Q2 2026, selling an estimated $32.9K and leaving 28,995 shares worth $2.36M. The position accounts for 0.1% of the portfolio, ranked #74.

Obermeyer Wealth Partners first reported a position in KO in Q4 2014 and has held it in 45 quarters since. The position peaked at $3.07M in Q4 2022. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Obermeyer Wealth Partners held 28,995 shares of Coca-Cola worth $2.36M as of Q2 2026.
Obermeyer Wealth Partners sold 417 Coca-Cola shares in Q2 2026, an estimated $32.9K.
Coca-Cola made up 0.1% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #74 holding.
Obermeyer Wealth Partners first reported a position in Coca-Cola in Q4 2014 and has held it in 45 quarters since.
Obermeyer Wealth Partners's Coca-Cola position peaked at $3.07M in Q4 2022.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.