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 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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Perfromance Wealth Partners's KO Position: Q1 2026 in Review

Perfromance Wealth Partners increased its Coca-Cola (KO) stake by 100% in Q1 2026, buying an estimated $1.06M and bringing the position to 28,145 shares worth $2.14M. The position accounts for 0.06% of the portfolio, ranked #56.

Perfromance Wealth Partners first reported a position in KO in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.69M in Q2 2023. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Perfromance Wealth Partners held 28,145 shares of Coca-Cola worth $2.14M as of Q1 2026.
Perfromance Wealth Partners bought 14,085 Coca-Cola shares in Q1 2026, an estimated $1.06M.
Coca-Cola made up 0.06% of Perfromance Wealth Partners's portfolio in Q1 2026, its #56 holding.
Perfromance Wealth Partners first reported a position in Coca-Cola in Q4 2021 and has held it in 14 quarters since.
Perfromance Wealth Partners's Coca-Cola position peaked at $5.69M in Q2 2023.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.