Bard Associates’s Coca-Cola KO Stock Holding History

Bard Associates’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	$325K	Buy	3,979 +32	+0.8%	+$2.53K	0.07%	113
2026 Q1	$302K	Buy	3,947 +3,511	+805%	+$265K	0.08%	107
2025 Q4	$30.5K	Buy	+436	New	+$30.4K	0.01%	163

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 $3.38T AUM 44.17% 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

Bard Associates's KO Position: Q2 2026 in Review

Bard Associates increased its Coca-Cola (KO) stake by 0.81% in Q2 2026, buying an estimated $2.53K and bringing the position to 3,979 shares worth $325K. The position accounts for 0.07% of the portfolio, ranked #113.

Bard Associates first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Bard Associates held 3,979 shares of Coca-Cola worth $325K as of Q2 2026.
Bard Associates bought 32 Coca-Cola shares in Q2 2026, an estimated $2.53K.
Coca-Cola made up 0.07% of Bard Associates's portfolio in Q2 2026, its #113 holding.
Bard Associates first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.