Blueprint Investment Partners’s Coca-Cola KO Stock Holding History

Blueprint Investment Partners’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	$2.05M	Buy	25,179 +1,061	+4%	+$83.8K	0.17%	81
2026 Q1	$1.83M	Buy	24,118 +8,061	+50%	+$609K	0.19%	75
2025 Q4	$1.12M	Buy	+16,057	New	+$1.12M	0.12%	88
2025 Q2	–	Sell	-15,596	Closed	-$1.12M	–	87
2025 Q1	$1.12M	Buy	15,596 +11,556	+286%	+$772K	0.2%	64
2024 Q4	$252K	Sell	4,040 -11,156	-73%	-$728K	0.04%	168
2024 Q3	$1.09M	Sell	15,196 -4,167	-22%	-$285K	0.2%	65
2024 Q2	$1.23M	Sell	19,363 -921	-5%	-$57K	0.27%	50
2024 Q1	$1.24M	Buy	20,284 +10,590	+109%	+$636K	0.25%	53
2023 Q4	$571K	Buy	9,694 +4,826	+99%	+$274K	0.16%	68
2023 Q3	$273K	Sell	4,868 -11,076	-69%	-$664K	0.09%	95
2023 Q2	$960K	Buy	15,944 +4,929	+45%	+$307K	0.34%	48
2023 Q1	$683K	Sell	11,015 -20,120	-65%	-$1.22M	0.16%	88
2022 Q4	$1.98M	Buy	31,135 +11,086	+55%	+$669K	0.42%	51
2022 Q3	$1.12M	Sell	20,049 -8,288	-29%	-$515K	0.31%	56
2022 Q2	$1.78M	Buy	28,337 +4,817	+20%	+$305K	0.48%	38
2022 Q1	$1.46M	Buy	23,520 +9,027	+62%	+$549K	0.38%	57
2021 Q4	$858K	Buy	14,493 +3,999	+38%	+$223K	0.21%	86
2021 Q3	$551K	Buy	10,494 +5,010	+91%	+$279K	0.28%	61
2021 Q2	$297K	Sell	5,484 -254	-4%	-$13.8K	0.24%	55
2021 Q1	$302K	Buy	5,738 +5,734	+143,350%	+$289K	0.24%	46
2020 Q4	$209	Sell	4 -3,801	-100%	-$197K	0.17%	55
2020 Q3	$209K	Buy	+3,805	New	+$183K	0.17%	59

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 $3.38T AUM 44.17% 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

Blueprint Investment Partners's KO Position: Q2 2026 in Review

Blueprint Investment Partners increased its Coca-Cola (KO) stake by 4.4% in Q2 2026, buying an estimated $83.8K and bringing the position to 25,179 shares worth $2.05M. The position accounts for 0.17% of the portfolio, ranked #81.

Blueprint Investment Partners first reported a position in KO in Q3 2020 and has held it in 22 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Blueprint Investment Partners held 25,179 shares of Coca-Cola worth $2.05M as of Q2 2026.
Blueprint Investment Partners bought 1,061 Coca-Cola shares in Q2 2026, an estimated $83.8K.
Coca-Cola made up 0.17% of Blueprint Investment Partners's portfolio in Q2 2026, its #81 holding.
Blueprint Investment Partners first reported a position in Coca-Cola in Q3 2020 and has held it in 22 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.