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

Principle 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	$8.22M	Buy	108,040 +271	+0.3%	+$20.5K	0.47%	49
2025 Q4	$7.53M	Buy	107,769 +22,944	+27%	+$1.6M	0.42%	49
2025 Q3	$5.63M	Buy	84,825 +1,054	+1%	+$72.5K	0.33%	58
2025 Q2	$5.93M	Sell	83,771 -350	-0.4%	-$24.9K	0.37%	57
2025 Q1	$6.02M	Sell	84,121 -865	-1%	-$57.8K	0.43%	57
2024 Q4	$5.29M	Sell	84,986 -1,077	-1%	-$70.3K	0.37%	61
2024 Q3	$6.18M	Sell	86,063 -79	-0.1%	-$5.41K	0.44%	53
2024 Q2	$5.48M	Buy	86,142 +1,302	+2%	+$80.6K	0.42%	58
2024 Q1	$5.19M	Buy	84,840 +4,786	+6%	+$287K	0.41%	63
2023 Q4	$4.72M	Sell	80,054 -146	-0.2%	-$8.29K	0.41%	63
2023 Q3	$4.49M	Buy	80,200 +1,030	+1%	+$61.8K	0.45%	58
2023 Q2	$4.77M	Sell	79,170 -52	-0.1%	-$3.23K	0.48%	51
2023 Q1	$4.91M	Sell	79,222 -1,013	-1%	-$61.3K	0.53%	52
2022 Q4	$5.1M	Buy	80,235 +2,677	+3%	+$162K	0.58%	47
2022 Q3	$4.34K	Sell	77,558 -399	-0.5%	-$24.8K	0.41%	47
2022 Q2	$4.9M	Sell	77,957 -3,115	-4%	-$197K	0.59%	41
2022 Q1	$5.03M	Sell	81,072 -357	-0.4%	-$21.7K	0.53%	41
2021 Q4	$4.82M	Sell	81,429 -3,101	-4%	-$173K	0.51%	46
2021 Q3	$4.43M	Buy	84,530 +3,349	+4%	+$187K	0.51%	40
2021 Q2	$4.39M	Sell	81,181 -1,770	-2%	-$96.3K	0.5%	44
2021 Q1	$4.37M	Buy	82,951 +2,969	+4%	+$149K	0.51%	44
2020 Q4	$4.39M	Buy	79,982 +69,513	+664%	+$3.59M	0.58%	37
2020 Q3	$517K	Sell	10,469 -1,000	-9%	-$48.1K	0.14%	85
2020 Q2	$512K	Sell	11,469 -295	-3%	-$13.6K	0.15%	83
2020 Q1	$521K	Hold	11,764	–	–	0.2%	76
2019 Q4	$651K	Sell	11,764 -506	-4%	-$27.2K	0.21%	84
2019 Q3	$668K	Buy	12,270 +1,600	+15%	+$85.7K	0.23%	75
2019 Q2	$543K	Buy	10,670 +295	+3%	+$14.5K	0.28%	67
2019 Q1	$486K	Buy	+10,375	New	+$485K	0.28%	63

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

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

Principle Wealth Partners increased its Coca-Cola (KO) stake by 0.25% in Q1 2026, buying an estimated $20.5K and bringing the position to 108,040 shares worth $8.22M. The position accounts for 0.47% of the portfolio, ranked #49.

Principle Wealth Partners first reported a position in KO in Q1 2019 and has held it in 29 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Principle Wealth Partners held 108,040 shares of Coca-Cola worth $8.22M as of Q1 2026.
Principle Wealth Partners bought 271 Coca-Cola shares in Q1 2026, an estimated $20.5K.
Coca-Cola made up 0.47% of Principle Wealth Partners's portfolio in Q1 2026, its #49 holding.
Principle Wealth Partners first reported a position in Coca-Cola in Q1 2019 and has held it in 29 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.