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Premier Path Wealth Partners’s Coca-Cola KO Stock Holding History

Premier Path 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 		$1.58M Buy
19,399
+1,457
+8% +$115K 0.18% 116
2026
Q1 		$1.36M Buy
17,942
+3,494
+24% +$264K 0.18% 129
2025
Q4 		$1.01M Sell
14,448
-366
-2% -$25.5K 0.13% 156
2025
Q3 		$982K Sell
14,814
-983
-6% -$67.7K 0.13% 177
2025
Q2 		$1.12M Buy
15,797
+2,139
+16% +$152K 0.16% 158
2025
Q1 		$978K Buy
13,658
+358
+3% +$23.9K 0.15% 162
2024
Q4 		$828K Buy
13,300
+652
+5% +$42.6K 0.13% 176
2024
Q3 		$909K Buy
12,648
+371
+3% +$25.4K 0.14% 162
2024
Q2 		$781K Buy
12,277
+268
+2% +$16.6K 0.13% 169
2024
Q1 		$729K Buy
12,009
+170
+1% +$10.2K 0.14% 161
2023
Q4 		$698K Buy
+11,839
New +$672K 0.15% 150

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Premier Path Wealth Partners's KO Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Coca-Cola (KO) stake by 8.1% in Q2 2026, buying an estimated $115K and bringing the position to 19,399 shares worth $1.58M. The position accounts for 0.18% of the portfolio, ranked #116.

Premier Path Wealth Partners first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Premier Path Wealth Partners held 19,399 shares of Coca-Cola worth $1.58M as of Q2 2026.
  • Premier Path Wealth Partners bought 1,457 Coca-Cola shares in Q2 2026, an estimated $115K.
  • Coca-Cola made up 0.18% of Premier Path Wealth Partners's portfolio in Q2 2026, its #116 holding.
  • Premier Path Wealth Partners first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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