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Burford Brothers’s Coca-Cola KO Stock Holding History

Burford Brothers’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 		$1.97M Buy
24,262
+80
+0.3% +$6.32K 0.72% 34
2026
Q1 		$1.84M Buy
24,182
+29
+0.1% +$2.19K 0.75% 32
2025
Q4 		$1.69M Buy
24,153
+21
+0.1% +$1.46K 0.7% 31
2025
Q3 		$1.6M Sell
24,132
-273
-1% -$18.8K 0.68% 31
2025
Q2 		$1.73M Hold
24,405
– – 0.79% 28
2025
Q1 		$1.75M Sell
24,405
-35
-0.1% -$2.34K 0.85% 27
2024
Q4 		$1.52M Buy
24,440
+1
+0% +$65 0.75% 26
2024
Q3 		$1.76M Sell
24,439
-28
-0.1% -$1.92K 0.92% 23
2024
Q2 		$1.56M Buy
24,467
+150
+0.6% +$9.29K 0.91% 26
2024
Q1 		$1.49M Hold
24,317
– – 0.98% 25
2023
Q4 		$1.43M Buy
+24,317
New +$1.38M 1.01% 24

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

Burford Brothers's KO Position: Q2 2026 in Review

Burford Brothers increased its Coca-Cola (KO) stake by 0.33% in Q2 2026, buying an estimated $6.32K and bringing the position to 24,262 shares worth $1.97M. The position accounts for 0.72% of the portfolio, ranked #34.

Burford Brothers first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Burford Brothers held 24,262 shares of Coca-Cola worth $1.97M as of Q2 2026.
  • Burford Brothers bought 80 Coca-Cola shares in Q2 2026, an estimated $6.32K.
  • Coca-Cola made up 0.72% of Burford Brothers's portfolio in Q2 2026, its #34 holding.
  • Burford Brothers first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.