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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
Q2 		$273K Buy
3,362
+503
+18% +$39.7K 0.04% 145
2026
Q1 		$217K Buy
+2,859
New +$216K 0.05% 102

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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

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

Parkwoods Wealth Partners increased its Coca-Cola (KO) stake by 18% in Q2 2026, buying an estimated $39.7K and bringing the position to 3,362 shares worth $273K. The position accounts for 0.04% of the portfolio, ranked #145.

Parkwoods Wealth Partners first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Parkwoods Wealth Partners held 3,362 shares of Coca-Cola worth $273K as of Q2 2026.
  • Parkwoods Wealth Partners bought 503 Coca-Cola shares in Q2 2026, an estimated $39.7K.
  • Coca-Cola made up 0.04% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #145 holding.
  • Parkwoods Wealth Partners first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.