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

Partners Wealth 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	$805K	Hold	9,910	–	–	0.79%	35
2026 Q1	$754K	Hold	9,910	–	–	0.78%	39
2025 Q4	$693K	Sell	9,910 -354	-3%	-$24.7K	0.72%	39
2025 Q3	$681K	Sell	10,264 -422	-4%	-$29K	0.67%	44
2025 Q2	$768K	Hold	10,686	–	–	0.87%	39
2025 Q1	$765K	Sell	10,686 -126	-1%	-$8.41K	0.87%	39
2024 Q4	$673K	Buy	+10,812	New	+$706K	0.77%	43

Other funds holding KO

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Partners Wealth Management held its Coca-Cola (KO) position steady in Q2 2026 at 9,910 shares worth $805K. The position accounts for 0.79% of the portfolio, ranked #35.

Partners Wealth Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 1,083 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Partners Wealth Management held 9,910 shares of Coca-Cola worth $805K as of Q2 2026.
Partners Wealth Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.79% of Partners Wealth Management's portfolio in Q2 2026, its #35 holding.
Partners Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
1,083 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.