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Boomfish Wealth Group’s Coca-Cola KO Stock Holding History

Boomfish Wealth Group’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 		$402K Buy
4,951
+30
+0.6% +$2.37K 0.18% 78
2026
Q1 		$374K Sell
4,921
-6
-0.1% -$454 0.2% 75
2025
Q4 		$344K Sell
4,927
-130
-3% -$9.06K 0.18% 76
2025
Q3 		$335K Buy
5,057
+51
+1% +$3.51K 0.18% 76
2025
Q2 		$354K Sell
5,006
-1,418
-22% -$101K 0.2% 76
2025
Q1 		$460K Sell
6,424
-264
-4% -$17.6K 0.3% 67
2024
Q4 		$416K Sell
6,688
-43
-0.6% -$2.81K 0.25% 75
2024
Q3 		$484K Sell
6,731
-540
-7% -$37K 0.3% 76
2024
Q2 		$463K Buy
7,271
+596
+9% +$36.9K 0.3% 78
2024
Q1 		$408K Buy
6,675
+20
+0.3% +$1.2K 0.27% 78
2023
Q4 		$392K Buy
+6,655
New +$378K 0.28% 77

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

Boomfish Wealth Group's KO Position: Q2 2026 in Review

Boomfish Wealth Group increased its Coca-Cola (KO) stake by 0.61% in Q2 2026, buying an estimated $2.37K and bringing the position to 4,951 shares worth $402K. The position accounts for 0.18% of the portfolio, ranked #78.

Boomfish Wealth Group first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $484K in Q3 2024. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Boomfish Wealth Group held 4,951 shares of Coca-Cola worth $402K as of Q2 2026.
  • Boomfish Wealth Group bought 30 Coca-Cola shares in Q2 2026, an estimated $2.37K.
  • Coca-Cola made up 0.18% of Boomfish Wealth Group's portfolio in Q2 2026, its #78 holding.
  • Boomfish Wealth Group first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • Boomfish Wealth Group's Coca-Cola position peaked at $484K in Q3 2024.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Boomfish Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.