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

Significant 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 		$215K Buy
+2,641
New +$209K 0.23% 95
2025
Q4 		– Sell
-5,053
Closed -$335K – 90
2025
Q3 		$335K Buy
5,053
+705
+16% +$48.5K 0.16% 67
2025
Q2 		$308K Sell
4,348
-138
-3% -$9.83K 0.15% 69
2025
Q1 		$321K Buy
4,486
+717
+19% +$47.9K 0.16% 53
2024
Q4 		$235K Buy
+3,769
New +$246K 0.12% 65

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

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

Significant Wealth Partners opened a new position in Coca-Cola (KO) in Q2 2026: 2,641 shares worth $215K. The stake represents 0.23% of the portfolio and ranks #95 among its holdings. This is a return to the name: Significant Wealth Partners previously reported a position in KO as recently as Q3 2025.

Significant Wealth Partners first reported a position in KO in Q4 2024 and has held it in 5 quarters since. The position peaked at $335K in Q3 2025. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Significant Wealth Partners held 2,641 shares of Coca-Cola worth $215K as of Q2 2026.
  • Coca-Cola was a new Significant Wealth Partners position in Q2 2026.
  • Coca-Cola made up 0.23% of Significant Wealth Partners's portfolio in Q2 2026, its #95 holding.
  • Significant Wealth Partners first reported a position in Coca-Cola in Q4 2024 and has held it in 5 quarters since.
  • Significant Wealth Partners's Coca-Cola position peaked at $335K in Q3 2025.
  • 3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.