Basso Capital Management’s Coca-Cola KO Stock Holding History

Basso Capital 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	–	Sell	-1,606	Closed	-$122K	–	170
2026 Q1	$122K	Hold	1,606	–	–	0.07%	71
2025 Q4	$112K	Buy	+1,606	New	+$112K	0.07%	69

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

Basso Capital Management's KO Position: Q2 2026 in Review

Basso Capital Management sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 1,606 shares — an estimated $122K sold.

Basso Capital Management first reported a position in KO in Q4 2025 and held it in 2 quarters. The position peaked at $122K in Q1 2026. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Basso Capital Management reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
Basso Capital Management sold 1,606 Coca-Cola shares in Q2 2026, an estimated $122K.
Basso Capital Management first reported a position in Coca-Cola in Q4 2025 and held it in 2 quarters.
Basso Capital Management's Coca-Cola position peaked at $122K in Q1 2026.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Basso Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.