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AXS Investments’s Coca-Cola KO Stock Holding History

AXS Investments’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 		$223K Sell
2,748
-140
-5% -$11.1K 0.06% 115
2026
Q1 		$220K Sell
2,888
-1,350
-32% -$102K 0.09% 117
2025
Q4 		$296K Sell
4,238
-715
-14% -$49.8K 0.1% 119
2025
Q3 		$328K Buy
4,953
+1,293
+35% +$89K 0.1% 112
2025
Q2 		$259K Sell
3,660
-975
-21% -$69.5K 0.11% 141
2025
Q1 		$332K Sell
4,635
-780
-14% -$52.1K 0.09% 190
2024
Q4 		$337K Sell
5,415
-38
-0.7% -$2.48K 0.09% 204
2024
Q3 		$392K Sell
5,453
-1,059
-16% -$72.5K 0.1% 207
2024
Q2 		$414K Sell
6,512
-327
-5% -$20.2K 0.12% 204
2024
Q1 		$418K Buy
6,839
+415
+6% +$24.9K 0.1% 233
2023
Q4 		$379K Sell
6,424
-804
-11% -$45.7K 0.09% 242
2023
Q3 		$405K Sell
7,228
-2,719
-27% -$163K 0.1% 226
2023
Q2 		$599K Sell
9,947
-1,386
-12% -$86.2K 0.16% 198
2023
Q1 		$703K Sell
11,333
-773
-6% -$46.8K 0.23% 149
2022
Q4 		$770K Sell
12,106
-1,461
-11% -$88.2K 0.28% 136
2022
Q3 		$760K Sell
13,567
-2,159
-14% -$134K 0.3% 134
2022
Q2 		$989K Sell
15,726
-2,559
-14% -$162K 0.35% 91
2022
Q1 		$1.13M Sell
18,285
-4,649
-20% -$283K 0.45% 59
2021
Q4 		$1.36M Sell
22,934
-618,374
-96% -$34.4M 0.32% 64
2021
Q3 		$33.6M Buy
641,308
+622,820
+3,369% +$34.7M 12.62% 2
2021
Q2 		$1M Sell
18,488
-5,189
-22% -$282K 0.3% 78
2021
Q1 		$1.25M Buy
+23,677
New +$1.19M 0.44% 57

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

AXS Investments's KO Position: Q2 2026 in Review

AXS Investments reduced its Coca-Cola (KO) stake by 4.8% in Q2 2026, selling an estimated $11.1K and leaving 2,748 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #115.

AXS Investments first reported a position in KO in Q1 2021 and has held it in 22 quarters since. The position peaked at $33.6M in Q3 2021. 3,635 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • AXS Investments held 2,748 shares of Coca-Cola worth $223K as of Q2 2026.
  • AXS Investments sold 140 Coca-Cola shares in Q2 2026, an estimated $11.1K.
  • Coca-Cola made up 0.06% of AXS Investments's portfolio in Q2 2026, its #115 holding.
  • AXS Investments first reported a position in Coca-Cola in Q1 2021 and has held it in 22 quarters since.
  • AXS Investments's Coca-Cola position peaked at $33.6M in Q3 2021.
  • 3,635 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.