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&Partners’s Coca-Cola KO Stock Holding History

&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 		$42.7M Buy
525,258
+41,537
+9% +$3.28M 0.18% 113
2026
Q1 		$36.8M Buy
483,721
+34,643
+8% +$2.62M 0.18% 112
2025
Q4 		$31.4M Buy
449,078
+51,184
+13% +$3.57M 0.16% 117
2025
Q3 		$26.4M Buy
397,894
+36,339
+10% +$2.5M 0.17% 120
2025
Q2 		$25.6M Buy
361,555
+95,456
+36% +$6.8M 0.2% 112
2025
Q1 		$18.7M Buy
266,099
+12,916
+5% +$863K 0.2% 111
2024
Q4 		$15.7M Buy
253,183
+64,314
+34% +$4.2M 0.19% 116
2024
Q3 		$13.5M Buy
188,869
+79,423
+73% +$5.44M 0.26% 88
2024
Q2 		$6.97M Buy
109,446
+34,373
+46% +$2.13M 0.3% 80
2024
Q1 		$4.59M Buy
75,073
+12,706
+20% +$763K 0.63% 28
2023
Q4 		$3.69M Buy
62,367
+10,739
+21% +$610K 0.9% 20
2023
Q3 		$2.89M Buy
51,628
+410
+0.8% +$24.6K 1.35% 14
2023
Q2 		$3.08M Buy
51,218
+1,075
+2% +$66.9K 1.38% 13
2023
Q1 		$3.11M Sell
50,143
-33
-0.1% -$2K 1.5% 13
2022
Q4 		$3.19M Buy
50,176
+84
+0.2% +$5.07K 1.59% 13
2022
Q3 		$2.81M Buy
50,092
+1,967
+4% +$122K 1.62% 12
2022
Q2 		$3.03M Buy
48,125
+3,332
+7% +$211K 1.75% 10
2022
Q1 		$2.78M Buy
44,793
+3,100
+7% +$189K 1.56% 9
2021
Q4 		$2.47M Buy
41,693
+70
+0.2% +$3.9K 1.49% 9
2021
Q3 		$2.18M Buy
41,623
+27,844
+202% +$1.55M 1.39% 10
2021
Q2 		$746K Buy
13,779
+11
+0.1% +$598 0.48% 49
2021
Q1 		$726K Hold
13,768
– – 0.53% 47
2020
Q4 		$755K Buy
13,768
+205
+2% +$10.6K 0.63% 44
2020
Q3 		$670K Buy
13,563
+817
+6% +$39.3K 0.68% 44
2020
Q2 		$569K Buy
12,746
+3,211
+34% +$148K 0.69% 46
2020
Q1 		$422K Buy
+9,535
New +$515K 0.66% 46

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

&Partners's KO Position: Q2 2026 in Review

&Partners increased its Coca-Cola (KO) stake by 8.6% in Q2 2026, buying an estimated $3.28M and bringing the position to 525,258 shares worth $42.7M. The position accounts for 0.18% of the portfolio, ranked #113.

&Partners first reported a position in KO in Q1 2020 and has held it in 26 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • &Partners held 525,258 shares of Coca-Cola worth $42.7M as of Q2 2026.
  • &Partners bought 41,537 Coca-Cola shares in Q2 2026, an estimated $3.28M.
  • Coca-Cola made up 0.18% of &Partners's portfolio in Q2 2026, its #113 holding.
  • &Partners first reported a position in Coca-Cola in Q1 2020 and has held it in 26 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.