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Bolthouse Investments’s Coca-Cola KO Stock Holding History

Bolthouse Investments’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 		$316K Sell
3,890
-1,541
-28% -$122K 0.26% 68
2026
Q1 		$413K Hold
5,431
– – 0.37% 50
2025
Q4 		$380K Hold
5,431
– – 0.34% 53
2025
Q3 		$360K Hold
5,431
– – 0.33% 54
2025
Q2 		$384K Sell
5,431
-2,542
-32% -$181K 0.38% 51
2025
Q1 		$571K Hold
7,973
– – 0.6% 38
2024
Q4 		$496K Buy
+7,973
New +$520K 0.46% 48

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 $3.37T AUM 44.26% 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

Bolthouse Investments's KO Position: Q2 2026 in Review

Bolthouse Investments reduced its Coca-Cola (KO) stake by 28% in Q2 2026, selling an estimated $122K and leaving 3,890 shares worth $316K. The position accounts for 0.26% of the portfolio, ranked #68.

Bolthouse Investments first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $571K in Q1 2025. 3,639 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Bolthouse Investments held 3,890 shares of Coca-Cola worth $316K as of Q2 2026.
  • Bolthouse Investments sold 1,541 Coca-Cola shares in Q2 2026, an estimated $122K.
  • Coca-Cola made up 0.26% of Bolthouse Investments's portfolio in Q2 2026, its #68 holding.
  • Bolthouse Investments first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • Bolthouse Investments's Coca-Cola position peaked at $571K in Q1 2025.
  • 3,639 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Bolthouse Investments's 13F filing for Q2 2026, filed 11 Aug 2026.