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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
Q2 		$1.89M Buy
23,317
+6,728
+41% +$531K 0.04% 94
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Quotient Wealth Partners's KO Position: Q2 2026 in Review

Quotient Wealth Partners increased its Coca-Cola (KO) stake by 41% in Q2 2026, buying an estimated $531K and bringing the position to 23,317 shares worth $1.89M. The position accounts for 0.04% of the portfolio, ranked #94.

Quotient Wealth Partners first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,633 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Quotient Wealth Partners held 23,317 shares of Coca-Cola worth $1.89M as of Q2 2026.
  • Quotient Wealth Partners bought 6,728 Coca-Cola shares in Q2 2026, an estimated $531K.
  • Coca-Cola made up 0.04% of Quotient Wealth Partners's portfolio in Q2 2026, its #94 holding.
  • Quotient Wealth Partners first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 3,633 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.