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

Tower 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	$277K	Buy	3,639 +93	+3%	+$7.03K	0.15%	72
2025 Q4	$248K	Buy	3,546 +53	+2%	+$3.69K	0.14%	77
2025 Q3	$232K	Sell	3,493 -50	-1%	-$3.44K	0.13%	81
2025 Q2	$251K	Buy	+3,543	New	+$252K	0.15%	70
2023 Q4	–	Sell	-3,740	Closed	-$209K	–	58
2023 Q3	$209K	Buy	+3,740	New	+$224K	0.17%	49

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Tower Wealth Partners increased its Coca-Cola (KO) stake by 2.6% in Q1 2026, buying an estimated $7.03K and bringing the position to 3,639 shares worth $277K. The position accounts for 0.15% of the portfolio, ranked #72.

Tower Wealth Partners first reported a position in KO in Q3 2023 and has held it in 5 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Tower Wealth Partners held 3,639 shares of Coca-Cola worth $277K as of Q1 2026.
Tower Wealth Partners bought 93 Coca-Cola shares in Q1 2026, an estimated $7.03K.
Coca-Cola made up 0.15% of Tower Wealth Partners's portfolio in Q1 2026, its #72 holding.
Tower Wealth Partners first reported a position in Coca-Cola in Q3 2023 and has held it in 5 quarters since.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.