Basecamp Wealth Advisors’s Coca-Cola KO Stock Holding History

Basecamp Wealth 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	$949K	Hold	11,676	–	–	0.18%	64
2026 Q1	$888K	Sell	11,676 -348	-3%	-$26.3K	0.18%	61
2025 Q4	$841K	Buy	+12,024	New	+$838K	0.18%	59

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

Basecamp Wealth Advisors's KO Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 11,676 shares worth $949K. The position accounts for 0.18% of the portfolio, ranked #64.

Basecamp Wealth Advisors first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,604 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Basecamp Wealth Advisors held 11,676 shares of Coca-Cola worth $949K as of Q2 2026.
Basecamp Wealth Advisors left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.18% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Basecamp Wealth Advisors first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
3,604 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.