Bearing Point Capital’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.66M Buy
20,456
+221
+1% +$17.5K 0.22% 85
2026
Q1
$1.54M Buy
20,235
+330
+2% +$24.9K 0.24% 85
2025
Q4
$1.39M Buy
19,905
+2,003
+11% +$140K 0.22% 87
2025
Q3
$1.19M Sell
17,902
-255
-1% -$17.6K 0.2% 84
2025
Q2
$1.28M Buy
18,157
+537
+3% +$38.3K 0.24% 78
2025
Q1
$1.26M Sell
17,620
-505
-3% -$33.7K 0.27% 81
2024
Q4
$1.13M Buy
+18,125
New +$1.18M 0.24% 85

Other funds holding KO

Bearing Point Capital's KO Position: Q2 2026 in Review

Bearing Point Capital increased its Coca-Cola (KO) stake by 1.1% in Q2 2026, buying an estimated $17.5K and bringing the position to 20,456 shares worth $1.66M. The position accounts for 0.22% of the portfolio, ranked #85.

Bearing Point Capital first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Bearing Point Capital held 20,456 shares of Coca-Cola worth $1.66M as of Q2 2026.
  • Bearing Point Capital bought 221 Coca-Cola shares in Q2 2026, an estimated $17.5K.
  • Coca-Cola made up 0.22% of Bearing Point Capital's portfolio in Q2 2026, its #85 holding.
  • Bearing Point Capital first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.