Premier Path Wealth Partners
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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
Q3 		$2.11M Buy
24,554
+5,155
+27% +$447K 0.25% 97
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 $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AH
Allen Holding New York $1.15B AUM 24.01% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Premier Path Wealth Partners's KO Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Coca-Cola (KO) stake by 27% in Q3 2026, buying an estimated $447K and bringing the position to 24,554 shares worth $2.11M. The position accounts for 0.25% of the portfolio, ranked #97.

Premier Path Wealth Partners first reported a position in KO in Q4 2023 and has held it in 12 quarters since. 1,937 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Premier Path Wealth Partners held 24,554 shares of Coca-Cola worth $2.11M as of Q3 2026.
  • Premier Path Wealth Partners bought 5,155 Coca-Cola shares in Q3 2026, an estimated $447K.
  • Coca-Cola made up 0.25% of Premier Path Wealth Partners's portfolio in Q3 2026, its #97 holding.
  • Premier Path Wealth Partners first reported a position in Coca-Cola in Q4 2023 and has held it in 12 quarters since.
  • 1,937 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.