AlphaCore Capital’s Coca-Cola KO Stock Holding History

AlphaCore Capital’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	$3.35M	Buy	41,004 +16,908	+70%	+$1.34M	0.06%	234
2026 Q1	$1.84M	Sell	24,096 -1,541	-6%	-$116K	0.04%	264
2025 Q4	$1.79M	Buy	25,637 +5,475	+27%	+$382K	0.04%	292
2025 Q3	$1.35M	Buy	20,162 +7,155	+55%	+$492K	0.05%	245
2025 Q2	$927K	Buy	13,007 +1,396	+12%	+$99.4K	0.04%	270
2025 Q1	$837K	Buy	+11,611	New	+$775K	0.07%	190

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AlphaCore Capital's KO Position: Q2 2026 in Review

AlphaCore Capital increased its Coca-Cola (KO) stake by 70% in Q2 2026, buying an estimated $1.34M and bringing the position to 41,004 shares worth $3.35M. The position accounts for 0.06% of the portfolio, ranked #234.

AlphaCore Capital first reported a position in KO in Q1 2025 and has held it in 6 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

AlphaCore Capital held 41,004 shares of Coca-Cola worth $3.35M as of Q2 2026.
AlphaCore Capital bought 16,908 Coca-Cola shares in Q2 2026, an estimated $1.34M.
Coca-Cola made up 0.06% of AlphaCore Capital's portfolio in Q2 2026, its #234 holding.
AlphaCore Capital first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.