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Papamarkou Wellner Asset Management’s Coca-Cola KO Stock Holding History

Papamarkou Wellner Asset Management’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 		$4.05M Hold
53,282
– – 2.54% 9
2026
Q1 		$4.05M Buy
53,282
+1,674
+3% +$127K 2.48% 9
2025
Q4 		$3.61M Sell
51,608
-350
-0.7% -$24.4K 2.17% 11
2025
Q3 		$3.45M Hold
51,958
– – 2.13% 11
2025
Q2 		$3.68M Buy
51,958
+1,182
+2% +$84.2K 2.43% 9
2025
Q1 		$3.64M Buy
50,776
+68
+0.1% +$4.54K 2.53% 10
2024
Q4 		$3.16M Buy
+50,708
New +$3.31M 2.17% 11

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 $3.37T AUM 44.26% 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

Papamarkou Wellner Asset Management's KO Position: Q2 2026 in Review

Papamarkou Wellner Asset Management held its Coca-Cola (KO) position steady in Q2 2026 at 53,282 shares worth $4.05M. The position accounts for 2.54% of the portfolio, ranked #9.

Papamarkou Wellner Asset Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Papamarkou Wellner Asset Management held 53,282 shares of Coca-Cola worth $4.05M as of Q2 2026.
  • Papamarkou Wellner Asset Management left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 2.54% of Papamarkou Wellner Asset Management's portfolio in Q2 2026, its #9 holding.
  • Papamarkou Wellner Asset Management first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.