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

Private 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	$232K	Sell	3,048 -4	-0.1%	-$302	0.02%	157
2025 Q4	$213K	Sell	3,052 -5	-0.2%	-$349	0.02%	163
2025 Q3	$203K	Buy	3,057 +6	+0.2%	+$413	0.01%	167
2025 Q2	$216K	Sell	3,051 -2	-0.1%	-$142	0.02%	159
2025 Q1	$219K	Buy	+3,053	New	+$204K	0.02%	155
2024 Q4	–	Sell	-3,000	Closed	-$216K	–	178
2024 Q3	$216K	Buy	+3,000	New	+$205K	0.02%	162
2019 Q2	–	Sell	-25,855	Closed	-$1.21M	–	136
2019 Q1	$1.21M	Sell	25,855 -1,250	-5%	-$58.5K	0.2%	61
2018 Q4	$1.28M	Sell	27,105 -150	-0.6%	-$7.18K	0.25%	49
2018 Q3	$1.26M	Buy	27,255 +1,980	+8%	+$90.5K	0.19%	65
2018 Q2	$1.11M	Buy	25,275 +925	+4%	+$40K	0.19%	67
2018 Q1	$1.06M	Sell	24,350 -4,250	-15%	-$191K	0.18%	72
2017 Q4	$1.31M	Sell	28,600 -900	-3%	-$41.4K	0.24%	67
2017 Q3	$1.33M	Buy	+29,500	New	+$1.34M	0.27%	63
2016 Q4	–	Sell	-5,285	Closed	-$224K	–	118
2016 Q3	$224K	Sell	5,285 -1,000	-16%	-$43.8K	0.05%	110
2016 Q2	$285K	Hold	6,285	–	–	0.07%	108
2016 Q1	$292K	Buy	+6,285	New	+$274K	0.07%	107
2014 Q4	–	Sell	-31,589	Closed	-$1.35M	–	161
2014 Q3	$1.35M	Sell	31,589 -23,190	-42%	-$959K	0.3%	80
2014 Q2	$2.32M	Sell	54,779 -320	-0.6%	-$13K	0.51%	54
2014 Q1	$2.13M	Buy	55,099 +860	+2%	+$33.2K	0.5%	53
2013 Q4	$2.24M	Sell	54,239 -1,443	-3%	-$56.9K	0.5%	58
2013 Q3	$2.11M	Sell	55,682 -1,200	-2%	-$47.4K	0.5%	56
2013 Q2	$2.28M	Buy	+56,882	New	+$2.36M	0.57%	52

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

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

Private Wealth Partners reduced its Coca-Cola (KO) stake by 0.13% in Q1 2026, selling an estimated $302 and leaving 3,048 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #157.

Private Wealth Partners first reported a position in KO in Q2 2013 and has held it in 22 quarters since. The position peaked at $2.32M in Q2 2014. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Private Wealth Partners held 3,048 shares of Coca-Cola worth $232K as of Q1 2026.
Private Wealth Partners sold 4 Coca-Cola shares in Q1 2026, an estimated $302.
Coca-Cola made up 0.02% of Private Wealth Partners's portfolio in Q1 2026, its #157 holding.
Private Wealth Partners first reported a position in Coca-Cola in Q2 2013 and has held it in 22 quarters since.
Private Wealth Partners's Coca-Cola position peaked at $2.32M in Q2 2014.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.