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Badgley Phelps Wealth Managers’s Coca-Cola KO Stock Holding History

Badgley Phelps Wealth Managers’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 		$27.3M Sell
333,789
-441
-0.1% -$34.8K 0.48% 57
2026
Q1 		$25.6M Buy
334,230
+2,289
+0.7% +$173K 0.51% 54
2025
Q4 		$23.2M Buy
331,941
+5,519
+2% +$385K 0.43% 60
2025
Q3 		$21.8M Buy
326,422
+1,607
+0.5% +$111K 0.46% 56
2025
Q2 		$23.1M Buy
324,815
+3,722
+1% +$265K 0.51% 47
2025
Q1 		$23.2M Sell
321,093
-243
-0.1% -$16.2K 0.56% 46
2024
Q4 		$20M Buy
321,336
+1,844
+0.6% +$120K 0.47% 61
2024
Q3 		$23.1M Buy
319,492
+8,196
+3% +$561K 0.54% 55
2024
Q2 		$20M Sell
311,296
-1,067
-0.3% -$66K 0.49% 62
2024
Q1 		$19.3M Buy
312,363
+26,358
+9% +$1.58M 0.48% 68
2023
Q4 		$16.9M Sell
286,005
-4,607
-2% -$262K 0.46% 68
2023
Q3 		$16.3M Buy
290,612
+5,105
+2% +$306K 0.55% 63
2023
Q2 		$17.2M Buy
285,507
+1,738
+0.6% +$108K 0.57% 60
2023
Q1 		$17.6M Buy
283,769
+2,699
+1% +$163K 0.65% 53
2022
Q4 		$17.9M Buy
281,070
+1,439
+0.5% +$86.9K 0.72% 47
2022
Q3 		$15.7M Buy
279,631
+4,436
+2% +$276K 0.67% 51
2022
Q2 		$17.3M Buy
275,195
+4,739
+2% +$300K 0.71% 49
2022
Q1 		$16.8M Buy
270,456
+259,199
+2,303% +$15.8M 0.58% 57
2021
Q4 		$667K Buy
11,257
+620
+6% +$34.5K 0.02% 148
2021
Q3 		$558K Buy
+10,637
New +$593K 0.02% 149

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

Badgley Phelps Wealth Managers's KO Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Coca-Cola (KO) stake by 0.13% in Q2 2026, selling an estimated $34.8K and leaving 333,789 shares worth $27.3M. The position accounts for 0.48% of the portfolio, ranked #57.

Badgley Phelps Wealth Managers first reported a position in KO in Q3 2021 and has held it in 20 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Badgley Phelps Wealth Managers held 333,789 shares of Coca-Cola worth $27.3M as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 441 Coca-Cola shares in Q2 2026, an estimated $34.8K.
  • Coca-Cola made up 0.48% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #57 holding.
  • Badgley Phelps Wealth Managers first reported a position in Coca-Cola in Q3 2021 and has held it in 20 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.