BDFS Capital’s Coca-Cola KO Stock Holding History

BDFS Capital’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	$221K	Sell	2,700 -180	-6%	-$14.2K	0.1%	113
2026 Q1	$221K	Sell	2,880 -208	-7%	-$15.7K	0.11%	125
2025 Q4	$216K	Buy	+3,088	New	+$215K	0.11%	126

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

BDFS Capital's KO Position: Q2 2026 in Review

BDFS Capital reduced its Coca-Cola (KO) stake by 6.3% in Q2 2026, selling an estimated $14.2K and leaving 2,700 shares worth $221K. The position accounts for 0.1% of the portfolio, ranked #113.

BDFS Capital first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,610 funds tracked by Wall St. Rank hold KO as of Q2 2026.

BDFS Capital held 2,700 shares of Coca-Cola worth $221K as of Q2 2026.
BDFS Capital sold 180 Coca-Cola shares in Q2 2026, an estimated $14.2K.
Coca-Cola made up 0.1% of BDFS Capital's portfolio in Q2 2026, its #113 holding.
BDFS Capital first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
3,610 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on BDFS Capital's 13F filing for Q2 2026, filed 15 Jul 2026.