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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
Q2 		$349K Buy
4,291
+652
+18% +$51.5K 0.17% 64
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
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

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

Tower Wealth Partners increased its Coca-Cola (KO) stake by 18% in Q2 2026, buying an estimated $51.5K and bringing the position to 4,291 shares worth $349K. The position accounts for 0.17% of the portfolio, ranked #64.

Tower Wealth Partners first reported a position in KO in Q3 2023 and has held it in 6 quarters since. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Tower Wealth Partners held 4,291 shares of Coca-Cola worth $349K as of Q2 2026.
  • Tower Wealth Partners bought 652 Coca-Cola shares in Q2 2026, an estimated $51.5K.
  • Coca-Cola made up 0.17% of Tower Wealth Partners's portfolio in Q2 2026, its #64 holding.
  • Tower Wealth Partners first reported a position in Coca-Cola in Q3 2023 and has held it in 6 quarters since.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.