Ball & Co Wealth Management’s Coca-Cola KO Stock Holding History

Ball & Co Wealth Management’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	$15K	Buy	189 +1	+0.5%	+$79	0.01%	54
2026 Q1	$14K	Hold	188	–	–	0.01%	56
2025 Q4	$13K	Buy	188 +3	+2%	+$209	0.01%	54
2025 Q3	$12K	Buy	185 +2	+1%	+$138	0.01%	62
2025 Q2	$13K	Buy	183 +1	+0.5%	+$71	0.01%	48
2025 Q1	$13K	Sell	182 -25	-12%	-$1.67K	0.01%	45
2024 Q4	$12K	Buy	+207	New	+$13.5K	0.01%	47

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

Ball & Co Wealth Management's KO Position: Q2 2026 in Review

Ball & Co Wealth Management increased its Coca-Cola (KO) stake by 0.53% in Q2 2026, buying an estimated $79 and bringing the position to 189 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #54.

Ball & Co Wealth Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Ball & Co Wealth Management held 189 shares of Coca-Cola worth $15K as of Q2 2026.
Ball & Co Wealth Management bought 1 Coca-Cola share in Q2 2026, an estimated $79.
Coca-Cola made up 0.01% of Ball & Co Wealth Management's portfolio in Q2 2026, its #54 holding.
Ball & Co Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.