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

Semus 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	$564K	Sell	6,938 -154	-2%	-$12.2K	0.27%	65
2026 Q1	$539K	Sell	7,092 -53	-0.7%	-$4.01K	0.3%	60
2025 Q4	$499K	Buy	7,145 +86	+1%	+$6K	0.27%	62
2025 Q3	$468K	Sell	7,059 -80	-1%	-$5.51K	0.27%	61
2025 Q2	$505K	Buy	7,139 +160	+2%	+$11.4K	0.33%	56
2025 Q1	$500K	Sell	6,979 -30	-0.4%	-$2K	0.35%	52
2024 Q4	$436K	Sell	7,009 -112	-2%	-$7.31K	0.29%	59
2024 Q3	$512K	Buy	7,121 +80	+1%	+$5.48K	0.36%	55
2024 Q2	$448K	Sell	7,041 -719	-9%	-$44.5K	0.35%	52
2024 Q1	$475K	Sell	7,760 -533	-6%	-$32K	0.4%	55
2023 Q4	$489K	Sell	8,293 -108	-1%	-$6.13K	0.4%	54
2023 Q3	$470K	Sell	8,401 -558	-6%	-$33.5K	0.44%	55
2023 Q2	$540K	Buy	8,959 +656	+8%	+$40.8K	0.5%	47
2023 Q1	$515K	Sell	8,303 -855	-9%	-$51.8K	0.55%	45
2022 Q4	$583K	Buy	+9,158	New	+$553K	0.71%	37

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Semus Wealth Partners reduced its Coca-Cola (KO) stake by 2.2% in Q2 2026, selling an estimated $12.2K and leaving 6,938 shares worth $564K. The position accounts for 0.27% of the portfolio, ranked #65.

Semus Wealth Partners first reported a position in KO in Q4 2022 and has held it in 15 quarters since. The position peaked at $583K in Q4 2022. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Semus Wealth Partners held 6,938 shares of Coca-Cola worth $564K as of Q2 2026.
Semus Wealth Partners sold 154 Coca-Cola shares in Q2 2026, an estimated $12.2K.
Coca-Cola made up 0.27% of Semus Wealth Partners's portfolio in Q2 2026, its #65 holding.
Semus Wealth Partners first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
Semus Wealth Partners's Coca-Cola position peaked at $583K in Q4 2022.
3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.