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

Parkwoods 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 		$217K Buy
+2,859
New +$216K 0.05% 102

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VPM
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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

Parkwoods Wealth Partners's KO Position: Q1 2026 in Review

Parkwoods Wealth Partners opened a new position in Coca-Cola (KO) in Q1 2026: 2,859 shares worth $217K. The stake represents 0.05% of the portfolio and ranks #102 among its holdings.

3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Parkwoods Wealth Partners held 2,859 shares of Coca-Cola worth $217K as of Q1 2026.
  • Coca-Cola was a new Parkwoods Wealth Partners position in Q1 2026.
  • Coca-Cola made up 0.05% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #102 holding.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.