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 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

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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Precedent Wealth Partners increased its Coca-Cola (KO) stake by 28% in Q2 2026, buying an estimated $524K and bringing the position to 30,113 shares worth $2.45M. The position accounts for 0.41% of the portfolio, ranked #73.

Precedent Wealth Partners first reported a position in KO in Q2 2025 and has held it in 5 quarters since. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Precedent Wealth Partners held 30,113 shares of Coca-Cola worth $2.45M as of Q2 2026.
Precedent Wealth Partners bought 6,631 Coca-Cola shares in Q2 2026, an estimated $524K.
Coca-Cola made up 0.41% of Precedent Wealth Partners's portfolio in Q2 2026, its #73 holding.
Precedent Wealth Partners first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.