Burk Holdings’s Coca-Cola KO Stock Holding History

Burk Holdings’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	$127K	Hold	1,568	–	–	0.05%	97
2026 Q1	$119K	Buy	+1,568	New	+$119K	0.05%	102

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Burk Holdings's KO Position: Q2 2026 in Review

Burk Holdings held its Coca-Cola (KO) position steady in Q2 2026 at 1,568 shares worth $127K. The position accounts for 0.05% of the portfolio, ranked #97.

Burk Holdings first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Burk Holdings held 1,568 shares of Coca-Cola worth $127K as of Q2 2026.
Burk Holdings left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.05% of Burk Holdings's portfolio in Q2 2026, its #97 holding.
Burk Holdings first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.