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Worthington Financial Partners’s Coca-Cola KO Stock Holding History

Worthington Financial 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 		$719K Buy
8,853
+2,078
+31% +$164K 0.6% 63
2026
Q1 		$515K Hold
6,775
– – 0.44% 78
2025
Q4 		$474K Buy
+6,775
New +$472K 0.42% 73

Other funds holding KO

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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

Worthington Financial Partners's KO Position: Q2 2026 in Review

Worthington Financial Partners increased its Coca-Cola (KO) stake by 31% in Q2 2026, buying an estimated $164K and bringing the position to 8,853 shares worth $719K. The position accounts for 0.6% of the portfolio, ranked #63.

Worthington Financial Partners first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Worthington Financial Partners held 8,853 shares of Coca-Cola worth $719K as of Q2 2026.
  • Worthington Financial Partners bought 2,078 Coca-Cola shares in Q2 2026, an estimated $164K.
  • Coca-Cola made up 0.6% of Worthington Financial Partners's portfolio in Q2 2026, its #63 holding.
  • Worthington Financial Partners first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Worthington Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.