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

Partnership 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	$325K	Hold	4,000	–	–	0.22%	55
2026 Q1	$304K	Hold	4,000	–	–	0.23%	54
2025 Q4	$280K	Hold	4,000	–	–	0.2%	60
2025 Q3	$265K	Hold	4,000	–	–	0.2%	63
2025 Q2	$283K	Hold	4,000	–	–	0.23%	61
2025 Q1	$286K	Hold	4,000	–	–	0.24%	63
2024 Q4	$249K	Sell	4,000 -200	-5%	-$13.1K	0.21%	66
2024 Q3	$302K	Hold	4,200	–	–	0.21%	61
2024 Q2	$267K	Hold	4,200	–	–	0.2%	78
2024 Q1	$257K	Hold	4,200	–	–	0.18%	94
2023 Q4	$250K	Buy	+4,200	New	+$239K	0.19%	91

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

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

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

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

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

Partnership Wealth Management held its Coca-Cola (KO) position steady in Q2 2026 at 4,000 shares worth $325K. The position accounts for 0.22% of the portfolio, ranked #55.

Partnership Wealth Management first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Partnership Wealth Management held 4,000 shares of Coca-Cola worth $325K as of Q2 2026.
Partnership Wealth Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.22% of Partnership Wealth Management's portfolio in Q2 2026, its #55 holding.
Partnership Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.