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

Triad 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 		$1.01M Buy
13,220
+653
+5% +$49.4K 0.08% 168
2025
Q4 		$879K Buy
12,567
+2,212
+21% +$154K 0.08% 173
2025
Q3 		$687K Buy
10,355
+569
+6% +$39.2K 0.09% 158
2025
Q2 		$692K Buy
9,786
+934
+11% +$66.5K 0.14% 113
2025
Q1 		$634K Buy
8,852
+864
+11% +$57.7K 0.2% 87
2024
Q4 		$497K Buy
+7,988
New +$521K 0.18% 90
2024
Q3 		– Sell
-5,501
Closed -$350K – 512
2024
Q2 		$350K Buy
5,501
+1,226
+29% +$75.9K 0.18% 55
2024
Q1 		$262K Buy
+4,275
New +$257K 0.2% 48

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

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

Triad Wealth Partners increased its Coca-Cola (KO) stake by 5.2% in Q1 2026, buying an estimated $49.4K and bringing the position to 13,220 shares worth $1.01M. The position accounts for 0.08% of the portfolio, ranked #168.

Triad Wealth Partners first reported a position in KO in Q1 2024 and has held it in 8 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Triad Wealth Partners held 13,220 shares of Coca-Cola worth $1.01M as of Q1 2026.
  • Triad Wealth Partners bought 653 Coca-Cola shares in Q1 2026, an estimated $49.4K.
  • Coca-Cola made up 0.08% of Triad Wealth Partners's portfolio in Q1 2026, its #168 holding.
  • Triad Wealth Partners first reported a position in Coca-Cola in Q1 2024 and has held it in 8 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.