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

Uniting 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 		$2.84M Sell
34,687
-171
-0.5% -$13.5K 0.58% 45
2026
Q1 		$2.67M Sell
34,858
-104
-0.3% -$7.86K 0.57% 41
2025
Q4 		$2.44M Sell
34,962
-60
-0.2% -$4.18K 0.75% 26
2025
Q3 		$2.34M Buy
35,022
+2,406
+7% +$166K 0.55% 41
2025
Q2 		$2.31M Sell
32,616
-500
-2% -$35.6K 0.89% 21
2025
Q1 		$2.37M Hold
33,116
– – 1.19% 15
2024
Q4 		$2.06M Buy
+33,116
New +$2.16M 1% 14

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 $3.38T AUM 44.17% 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

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

Uniting Wealth Partners reduced its Coca-Cola (KO) stake by 0.49% in Q2 2026, selling an estimated $13.5K and leaving 34,687 shares worth $2.84M. The position accounts for 0.58% of the portfolio, ranked #45.

Uniting Wealth Partners first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Uniting Wealth Partners held 34,687 shares of Coca-Cola worth $2.84M as of Q2 2026.
  • Uniting Wealth Partners sold 171 Coca-Cola shares in Q2 2026, an estimated $13.5K.
  • Coca-Cola made up 0.58% of Uniting Wealth Partners's portfolio in Q2 2026, its #45 holding.
  • Uniting Wealth Partners first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.