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

Quotient 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 		$1.26M Buy
16,589
+683
+4% +$51.6K 0.03% 108
2025
Q4 		$1.11M Buy
15,906
+229
+1% +$16K 0.03% 113
2025
Q3 		$1.04M Sell
15,677
-409
-3% -$28.2K 0.03% 112
2025
Q2 		$1.14M Buy
16,086
+90
+0.6% +$6.41K 0.03% 107
2025
Q1 		$1.15M Sell
15,996
-865
-5% -$57.8K 0.04% 100
2024
Q4 		$1.05M Sell
16,861
-1,649
-9% -$108K 0.03% 96
2024
Q3 		$1.33M Sell
18,510
-526
-3% -$36K 0.04% 85
2024
Q2 		$1.21M Buy
19,036
+6,398
+51% +$396K 0.04% 89
2024
Q1 		$773K Buy
12,638
+3,643
+41% +$219K 0.03% 128
2023
Q4 		$530K Buy
+8,995
New +$511K 0.02% 166

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Quotient Wealth Partners increased its Coca-Cola (KO) stake by 4.3% in Q1 2026, buying an estimated $51.6K and bringing the position to 16,589 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #108.

Quotient Wealth Partners first reported a position in KO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.33M in Q3 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Quotient Wealth Partners held 16,589 shares of Coca-Cola worth $1.26M as of Q1 2026.
  • Quotient Wealth Partners bought 683 Coca-Cola shares in Q1 2026, an estimated $51.6K.
  • Coca-Cola made up 0.03% of Quotient Wealth Partners's portfolio in Q1 2026, its #108 holding.
  • Quotient Wealth Partners first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's Coca-Cola position peaked at $1.33M in Q3 2024.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.