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B.O.S.S. Retirement Advisors’s Coca-Cola KO Stock Holding History

B.O.S.S. Retirement Advisors’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 		$278K Buy
+3,426
New +$271K 0.08% 131
2025
Q4 		– Sell
-14,302
Closed -$949K – 191
2025
Q3 		$949K Buy
+14,302
New +$984K 0.23% 87

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

B.O.S.S. Retirement Advisors's KO Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors opened a new position in Coca-Cola (KO) in Q2 2026: 3,426 shares worth $278K. The stake represents 0.08% of the portfolio and ranks #131 among its holdings. This is a return to the name: B.O.S.S. Retirement Advisors previously reported a position in KO as recently as Q3 2025.

B.O.S.S. Retirement Advisors first reported a position in KO in Q3 2025 and has held it in 2 quarters since. The position peaked at $949K in Q3 2025. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 3,426 shares of Coca-Cola worth $278K as of Q2 2026.
  • Coca-Cola was a new B.O.S.S. Retirement Advisors position in Q2 2026.
  • Coca-Cola made up 0.08% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #131 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Coca-Cola in Q3 2025 and has held it in 2 quarters since.
  • B.O.S.S. Retirement Advisors's Coca-Cola position peaked at $949K in Q3 2025.
  • 3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.