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Sun Group Wealth Partners’s Coca-Cola KO Stock Holding History

Sun Group 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 		$704K Sell
8,660
-26
-0.3% -$2.05K 0.48% 42
2026
Q1 		$661K Buy
8,686
+1,827
+27% +$138K 0.52% 35
2025
Q4 		$480K Buy
+6,859
New +$478K 0.39% 38

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

Sun Group Wealth Partners's KO Position: Q2 2026 in Review

Sun Group Wealth Partners reduced its Coca-Cola (KO) stake by 0.3% in Q2 2026, selling an estimated $2.05K and leaving 8,660 shares worth $704K. The position accounts for 0.48% of the portfolio, ranked #42.

Sun Group Wealth Partners first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,627 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Sun Group Wealth Partners held 8,660 shares of Coca-Cola worth $704K as of Q2 2026.
  • Sun Group Wealth Partners sold 26 Coca-Cola shares in Q2 2026, an estimated $2.05K.
  • Coca-Cola made up 0.48% of Sun Group Wealth Partners's portfolio in Q2 2026, its #42 holding.
  • Sun Group Wealth Partners first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 3,627 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.