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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
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 $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

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

Uniting Wealth Partners reduced its Coca-Cola (KO) stake by 0.3% in Q1 2026, selling an estimated $7.86K and leaving 34,858 shares worth $2.67M. The position accounts for 0.57% of the portfolio, ranked #41.

Uniting Wealth Partners first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Uniting Wealth Partners held 34,858 shares of Coca-Cola worth $2.67M as of Q1 2026.
  • Uniting Wealth Partners sold 104 Coca-Cola shares in Q1 2026, an estimated $7.86K.
  • Coca-Cola made up 0.57% of Uniting Wealth Partners's portfolio in Q1 2026, its #41 holding.
  • Uniting Wealth Partners first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.