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Autumn Glory Partners’s Coca-Cola KO Stock Holding History

Autumn Glory 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 		$1.5M Sell
18,438
-2,662
-13% -$210K 0.42% 60
2026
Q1 		$1.6M Buy
21,100
+2,981
+16% +$225K 0.59% 47
2025
Q4 		$1.27M Buy
18,119
+213
+1% +$14.8K 0.44% 67
2025
Q3 		$1.19M Buy
17,906
+69
+0.4% +$4.75K 0.49% 59
2025
Q2 		$1.26M Buy
17,837
+1,396
+8% +$99.4K 0.59% 49
2025
Q1 		$1.18M Sell
16,441
-4,266
-21% -$285K 0.58% 53
2024
Q4 		$1.29M Sell
20,707
-8,533
-29% -$557K 0.63% 47
2024
Q3 		$2.11M Buy
29,240
+9,434
+48% +$646K 0.81% 37
2024
Q2 		$1.26M Sell
19,806
-1,063
-5% -$65.8K 0.64% 49
2024
Q1 		$1.28M Hold
20,869
– – 0.62% 53
2023
Q4 		$1.24M Sell
20,869
-716
-3% -$40.7K 0.71% 43
2023
Q3 		$1.21M Sell
21,585
-1,267
-6% -$76K 0.74% 46
2023
Q2 		$1.38M Buy
22,852
+5,497
+32% +$342K 1.01% 32
2023
Q1 		$1.08M Sell
17,355
-15,378
-47% -$931K 0.92% 31
2022
Q4 		$2.08M Buy
32,733
+8,332
+34% +$503K 1.11% 28
2022
Q3 		$1.37M Buy
24,401
+4,947
+25% +$307K 0.92% 36
2022
Q2 		$1.22M Sell
19,454
-2,749
-12% -$174K 0.9% 34
2022
Q1 		$1.38M Sell
22,203
-8,599
-28% -$523K 0.8% 42
2021
Q4 		$1.82M Buy
+30,802
New +$1.72M 0.76% 40

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 $3.37T 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

Autumn Glory Partners's KO Position: Q2 2026 in Review

Autumn Glory Partners reduced its Coca-Cola (KO) stake by 13% in Q2 2026, selling an estimated $210K and leaving 18,438 shares worth $1.5M. The position accounts for 0.42% of the portfolio, ranked #60.

Autumn Glory Partners first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.11M in Q3 2024. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Autumn Glory Partners held 18,438 shares of Coca-Cola worth $1.5M as of Q2 2026.
  • Autumn Glory Partners sold 2,662 Coca-Cola shares in Q2 2026, an estimated $210K.
  • Coca-Cola made up 0.42% of Autumn Glory Partners's portfolio in Q2 2026, its #60 holding.
  • Autumn Glory Partners first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • Autumn Glory Partners's Coca-Cola position peaked at $2.11M in Q3 2024.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.