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

Precedent 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 Q3	$2.74M	Buy	31,874 +1,761	+6%	+$153K	0.42%	72
2026 Q2	$2.45M	Buy	30,113 +6,631	+28%	+$524K	0.41%	73
2026 Q1	$1.79M	Buy	23,482 +1,948	+9%	+$147K	0.36%	85
2025 Q4	$1.51M	Buy	21,534 +2,944	+16%	+$205K	0.32%	92
2025 Q3	$1.23M	Buy	18,590 +1,862	+11%	+$128K	0.27%	101
2025 Q2	$1.18M	Buy	+16,728	New	+$1.19M	0.29%	101

Other funds holding KO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Precedent Wealth Partners's KO Position: Q3 2026 in Review

Precedent Wealth Partners increased its Coca-Cola (KO) stake by 5.8% in Q3 2026, buying an estimated $153K and bringing the position to 31,874 shares worth $2.74M. The position accounts for 0.42% of the portfolio, ranked #72.

Precedent Wealth Partners first reported a position in KO in Q2 2025 and has held it in 6 quarters since. 2,872 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Precedent Wealth Partners held 31,874 shares of Coca-Cola worth $2.74M as of Q3 2026.
Precedent Wealth Partners bought 1,761 Coca-Cola shares in Q3 2026, an estimated $153K.
Coca-Cola made up 0.42% of Precedent Wealth Partners's portfolio in Q3 2026, its #72 holding.
Precedent Wealth Partners first reported a position in Coca-Cola in Q2 2025 and has held it in 6 quarters since.
2,872 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.