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

Strategic 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
Q1 		$279K Sell
3,671
-117
-3% -$8.85K 0.02% 261
2025
Q4 		$265K Buy
3,788
+319
+9% +$22.2K 0.02% 285
2025
Q3 		$230K Sell
3,469
-382
-10% -$26.3K 0.02% 319
2025
Q2 		$272K Buy
+3,851
New +$274K 0.02% 287
2024
Q4 		$254K Sell
3,657
-322
-8% -$21K 0.02% 282
2024
Q3 		$286K Buy
3,979
+143
+4% +$9.79K 0.03% 258
2024
Q2 		$244K Sell
3,836
-1,125
-23% -$69.6K 0.03% 265
2024
Q1 		$303K Buy
4,961
+424
+9% +$25.5K 0.03% 230
2023
Q4 		$267K Buy
4,537
+38
+0.8% +$2.16K 0.03% 234
2023
Q3 		$252K Buy
4,499
+140
+3% +$8.4K 0.03% 256
2023
Q2 		$262K Buy
4,359
+214
+5% +$13.3K 0.03% 256
2023
Q1 		$257K Sell
4,145
-309
-7% -$18.7K 0.04% 229
2022
Q4 		$283K Buy
4,454
+272
+7% +$16.4K 0.05% 214
2022
Q3 		$234K Sell
4,182
-12
-0.3% -$746 0.05% 245
2022
Q2 		$264K Sell
4,194
-168
-4% -$10.6K 0.06% 207
2022
Q1 		$270K Sell
4,362
-62,476
-93% -$3.8M 0.05% 221
2021
Q4 		$3.96M Buy
+66,838
New +$3.72M 0.75% 37
2021
Q1 		– Sell
-3,719
Closed -$204K – 197
2020
Q4 		$204K Buy
+3,719
New +$192K 0.09% 171
2020
Q2 		– Sell
-7,338
Closed -$406K – 151
2020
Q1 		$406K Hold
7,338
– – 0.21% 100
2019
Q4 		$406K Sell
7,338
-139
-2% -$7.47K 0.21% 100
2019
Q3 		$408 Sell
7,477
-510
-6% -$27.3K ﹤0.01% 229
2019
Q2 		$406K Sell
7,987
-2,202
-22% -$108K 0.2% 101
2019
Q1 		$476K Sell
10,189
-92
-0.9% -$4.3K 0.22% 100
2018
Q4 		$489K Sell
10,281
-140
-1% -$6.7K 0.25% 94
2018
Q3 		$481K Sell
10,421
-197
-2% -$9K 0.26% 95
2018
Q2 		$466K Sell
10,618
-12,312
-54% -$532K 0.27% 94
2018
Q1 		$996K Sell
22,930
-3,402
-13% -$153K 0.51% 67
2017
Q4 		$1.22M Buy
+26,332
New +$1.21M 0.68% 43

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Wealth Partners's KO Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Coca-Cola (KO) stake by 3.1% in Q1 2026, selling an estimated $8.85K and leaving 3,671 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #261.

Strategic Wealth Partners first reported a position in KO in Q4 2017 and has held it in 28 quarters since. The position peaked at $3.96M in Q4 2021. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Strategic Wealth Partners held 3,671 shares of Coca-Cola worth $279K as of Q1 2026.
  • Strategic Wealth Partners sold 117 Coca-Cola shares in Q1 2026, an estimated $8.85K.
  • Coca-Cola made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #261 holding.
  • Strategic Wealth Partners first reported a position in Coca-Cola in Q4 2017 and has held it in 28 quarters since.
  • Strategic Wealth Partners's Coca-Cola position peaked at $3.96M in Q4 2021.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.