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Boreal Capital Management’s Coca-Cola KO Stock Holding History

Boreal Capital Management’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 		$62.4K Hold
763
– – 0.05% 178
2026
Q1 		$58.4K Hold
763
– – 0.05% 181
2025
Q4 		$53.3K Sell
763
-2,000
-72% -$139K 0.04% 196
2025
Q3 		$185K Buy
2,763
+96
+4% +$6.61K 0.15% 134
2025
Q2 		$190K Buy
+2,667
New +$190K 0.16% 136

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

Boreal Capital Management's KO Position: Q2 2026 in Review

Boreal Capital Management held its Coca-Cola (KO) position steady in Q2 2026 at 763 shares worth $62.4K. The position accounts for 0.05% of the portfolio, ranked #178.

Boreal Capital Management first reported a position in KO in Q2 2025 and has held it in 5 quarters since. The position peaked at $190K in Q2 2025. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Boreal Capital Management held 763 shares of Coca-Cola worth $62.4K as of Q2 2026.
  • Boreal Capital Management left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.05% of Boreal Capital Management's portfolio in Q2 2026, its #178 holding.
  • Boreal Capital Management first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's Coca-Cola position peaked at $190K in Q2 2025.
  • 3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.