Root Financial Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Other funds holding KO
Root Financial Partners's KO Position: Q2 2026 in Review
Root Financial Partners increased its Coca-Cola (KO) stake by 16% in Q2 2026, buying an estimated $125K and bringing the position to 11,377 shares worth $925K. The position accounts for 0.04% of the portfolio, ranked #128.
Root Financial Partners first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Root Financial Partners held 11,377 shares of Coca-Cola worth $925K as of Q2 2026.
- Root Financial Partners bought 1,582 Coca-Cola shares in Q2 2026, an estimated $125K.
- Coca-Cola made up 0.04% of Root Financial Partners's portfolio in Q2 2026, its #128 holding.
- Root Financial Partners first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
- 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.