BC
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Broadwater Capital’s Coca-Cola KO Stock Holding History

Broadwater Capital’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 		$3.59M Sell
44,135
-2,375
-5% -$188K 2.6% 11
2026
Q1 		$3.25M Hold
46,510
– – 2.43% 10
2025
Q4 		$3.25M Sell
46,510
-9,100
-16% -$634K 2.43% 10
2025
Q3 		$3.69M Sell
55,610
-75
-0.1% -$5.16K 2.7% 9
2025
Q2 		$3.94M Sell
55,685
-600
-1% -$42.7K 3.06% 7
2025
Q1 		$4.03M Sell
56,285
-80
-0.1% -$5.34K 3.15% 7
2024
Q4 		$3.51M Sell
56,365
-3,220
-5% -$210K 2.69% 8
2024
Q3 		$4.28M Hold
59,585
– – 3.16% 6
2024
Q2 		$3.79M Hold
59,585
– – 2.92% 7
2024
Q1 		$3.65M Sell
59,585
-100
-0.2% -$6.01K 2.8% 8
2023
Q4 		$3.52M Buy
+59,685
New +$3.39M 2.76% 7

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

Broadwater Capital's KO Position: Q2 2026 in Review

Broadwater Capital reduced its Coca-Cola (KO) stake by 5.1% in Q2 2026, selling an estimated $188K and leaving 44,135 shares worth $3.59M. The position accounts for 2.6% of the portfolio, ranked #11.

Broadwater Capital first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.28M in Q3 2024. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Broadwater Capital held 44,135 shares of Coca-Cola worth $3.59M as of Q2 2026.
  • Broadwater Capital sold 2,375 Coca-Cola shares in Q2 2026, an estimated $188K.
  • Coca-Cola made up 2.6% of Broadwater Capital's portfolio in Q2 2026, its #11 holding.
  • Broadwater Capital first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's Coca-Cola position peaked at $4.28M in Q3 2024.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.