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BIP Wealth’s Coca-Cola KO Stock Holding History

BIP 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 		$6.13M Buy
75,420
+2,786
+4% +$220K 0.17% 95
2026
Q1 		$5.52M Sell
72,634
-1,791
-2% -$135K 0.22% 76
2025
Q4 		$5.2M Buy
74,425
+33,379
+81% +$2.33M 0.18% 83
2025
Q3 		$2.72M Buy
41,046
+1,796
+5% +$124K 0.13% 73
2025
Q2 		$2.78M Buy
39,250
+47
+0.1% +$3.35K 0.17% 59
2025
Q1 		$2.81M Buy
39,203
+466
+1% +$31.1K 0.18% 59
2024
Q4 		$2.41M Sell
38,737
-1,689
-4% -$110K 0.16% 58
2024
Q3 		$2.91M Buy
40,426
+5,913
+17% +$405K 0.2% 53
2024
Q2 		$2.2M Sell
34,513
-534
-2% -$33.1K 0.18% 54
2024
Q1 		$2.14M Buy
35,047
+591
+2% +$35.5K 0.16% 58
2023
Q4 		$2.03M Buy
34,456
+382
+1% +$21.7K 0.16% 57
2023
Q3 		$1.91M Buy
34,074
+9,330
+38% +$560K 0.18% 56
2023
Q2 		$1.49M Sell
24,744
-1,853
-7% -$115K 0.12% 66
2023
Q1 		$1.65M Buy
+26,597
New +$1.61M 0.18% 63

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 $3.38T AUM 44.17% 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

BIP Wealth's KO Position: Q2 2026 in Review

BIP Wealth increased its Coca-Cola (KO) stake by 3.8% in Q2 2026, buying an estimated $220K and bringing the position to 75,420 shares worth $6.13M. The position accounts for 0.17% of the portfolio, ranked #95.

BIP Wealth first reported a position in KO in Q1 2023 and has held it in 14 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • BIP Wealth held 75,420 shares of Coca-Cola worth $6.13M as of Q2 2026.
  • BIP Wealth bought 2,786 Coca-Cola shares in Q2 2026, an estimated $220K.
  • Coca-Cola made up 0.17% of BIP Wealth's portfolio in Q2 2026, its #95 holding.
  • BIP Wealth first reported a position in Coca-Cola in Q1 2023 and has held it in 14 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.