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Basepoint Wealth’s Coca-Cola KO Stock Holding History

Basepoint Wealth’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 		$267K Buy
3,288
+14
+0.4% +$1.11K 0.15% 86
2026
Q1 		$249K Hold
3,274
– – 0.14% 89
2025
Q4 		$229K Buy
3,274
+39
+1% +$2.72K 0.14% 89
2025
Q3 		$215K Buy
3,235
+21
+0.7% +$1.45K 0.15% 99
2025
Q2 		$227K Buy
3,214
+334
+12% +$23.8K 0.18% 89
2025
Q1 		$206K Buy
+2,880
New +$192K 0.16% 95
2024
Q4 		– Sell
-2,851
Closed -$205K – 111
2024
Q3 		$205K Buy
+2,851
New +$195K 0.15% 107

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

Basepoint Wealth's KO Position: Q2 2026 in Review

Basepoint Wealth increased its Coca-Cola (KO) stake by 0.43% in Q2 2026, buying an estimated $1.11K and bringing the position to 3,288 shares worth $267K. The position accounts for 0.15% of the portfolio, ranked #86.

Basepoint Wealth first reported a position in KO in Q3 2024 and has held it in 7 quarters since. 3,637 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Basepoint Wealth held 3,288 shares of Coca-Cola worth $267K as of Q2 2026.
  • Basepoint Wealth bought 14 Coca-Cola shares in Q2 2026, an estimated $1.11K.
  • Coca-Cola made up 0.15% of Basepoint Wealth's portfolio in Q2 2026, its #86 holding.
  • Basepoint Wealth first reported a position in Coca-Cola in Q3 2024 and has held it in 7 quarters since.
  • 3,637 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.