Rothschild Capital Partners’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$707K Buy
+8,701
New +$687K 0.15% 59
2025
Q4
– Sell
-5,040
Closed -$334K – 95
2025
Q3
$334K Hold
5,040
– – 0.08% 66
2025
Q2
$357K Hold
5,040
– – 0.09% 54
2025
Q1
$361K Hold
5,040
– – 0.09% 54
2024
Q4
$314K Buy
+5,040
New +$329K 0.08% 67

Other funds holding KO

Rothschild Capital Partners's KO Position: Q2 2026 in Review

Rothschild Capital Partners opened a new position in Coca-Cola (KO) in Q2 2026: 8,701 shares worth $707K. The stake represents 0.15% of the portfolio and ranks #59 among its holdings. This is a return to the name: Rothschild Capital Partners previously reported a position in KO as recently as Q3 2025.

Rothschild Capital Partners first reported a position in KO in Q4 2024 and has held it in 5 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Rothschild Capital Partners held 8,701 shares of Coca-Cola worth $707K as of Q2 2026.
  • Coca-Cola was a new Rothschild Capital Partners position in Q2 2026.
  • Coca-Cola made up 0.15% of Rothschild Capital Partners's portfolio in Q2 2026, its #59 holding.
  • Rothschild Capital Partners first reported a position in Coca-Cola in Q4 2024 and has held it in 5 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Rothschild Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.