Betterment LLC’s Coca-Cola KO Stock Holding History

Betterment LLC’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	$213K	Sell	2,620 -193	-7%	-$15.2K	﹤0.01%	654
2026 Q1	$214K	Buy	+2,813	New	+$213K	﹤0.01%	601

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

Betterment LLC's KO Position: Q2 2026 in Review

Betterment LLC reduced its Coca-Cola (KO) stake by 6.9% in Q2 2026, selling an estimated $15.2K and leaving 2,620 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Betterment LLC first reported a position in KO in Q1 2026 and has held it in 2 quarters since. The position peaked at $214K in Q1 2026. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Betterment LLC held 2,620 shares of Coca-Cola worth $213K as of Q2 2026.
Betterment LLC sold 193 Coca-Cola shares in Q2 2026, an estimated $15.2K.
Coca-Cola made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #654 holding.
Betterment LLC first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
Betterment LLC's Coca-Cola position peaked at $214K in Q1 2026.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.