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

Perfromance 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	$3.43M	Buy	42,151 +14,006	+50%	+$1.11M	0.09%	53
2026 Q1	$2.14M	Buy	28,145 +14,085	+100%	+$1.06M	0.06%	56
2025 Q4	$983K	Sell	14,060 -385	-3%	-$26.8K	0.03%	78
2025 Q3	$958K	Buy	14,445 +2,332	+19%	+$161K	0.03%	81
2025 Q2	$857K	Buy	12,113 +6,689	+123%	+$476K	0.03%	77
2025 Q1	$388K	Buy	5,424 +1,785	+49%	+$119K	0.01%	116
2024 Q4	$227K	Buy	+3,639	New	+$238K	0.01%	166
2023 Q4	–	Sell	-98,650	Closed	-$5.52M	–	174
2023 Q3	$5.52M	Buy	98,650 +5,358	+6%	+$321K	0.27%	33
2023 Q2	$5.69M	Buy	93,292 +8,396	+10%	+$522K	0.26%	32
2023 Q1	$5.27M	Buy	84,896 +10,367	+14%	+$628K	0.27%	30
2022 Q4	$4.74M	Buy	74,529 +17,150	+30%	+$1.04M	0.29%	32
2022 Q3	$3.21M	Buy	57,379 +27,894	+95%	+$1.73M	0.19%	37
2022 Q2	$1.85M	Buy	29,485 +19,821	+205%	+$1.26M	0.1%	49
2022 Q1	$599K	Buy	9,664 +3,234	+50%	+$197K	0.03%	99
2021 Q4	$381K	Buy	+6,430	New	+$358K	0.02%	132

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Perfromance Wealth Partners increased its Coca-Cola (KO) stake by 50% in Q2 2026, buying an estimated $1.11M and bringing the position to 42,151 shares worth $3.43M. The position accounts for 0.09% of the portfolio, ranked #53.

Perfromance Wealth Partners first reported a position in KO in Q4 2021 and has held it in 15 quarters since. The position peaked at $5.69M in Q2 2023. 3,633 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Perfromance Wealth Partners held 42,151 shares of Coca-Cola worth $3.43M as of Q2 2026.
Perfromance Wealth Partners bought 14,006 Coca-Cola shares in Q2 2026, an estimated $1.11M.
Coca-Cola made up 0.09% of Perfromance Wealth Partners's portfolio in Q2 2026, its #53 holding.
Perfromance Wealth Partners first reported a position in Coca-Cola in Q4 2021 and has held it in 15 quarters since.
Perfromance Wealth Partners's Coca-Cola position peaked at $5.69M in Q2 2023.
3,633 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.