C.M. Bidwell & Associates’s Coca-Cola KO Stock Holding History

C.M. Bidwell & Associates’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	$2.36K	Hold	29	–	–	﹤0.01%	404
2026 Q1	$2.21K	Hold	29	–	–	﹤0.01%	398
2025 Q4	$2.03K	Hold	29	–	–	﹤0.01%	394
2025 Q3	$1.92K	Buy	+29	New	+$2K	﹤0.01%	405
2020 Q1	–	Sell	-64	Closed	-$4K	–	409
2019 Q4	$4K	Hold	64	–	–	﹤0.01%	353
2019 Q3	$3K	Buy	+64	New	+$3.43K	﹤0.01%	377
2018 Q2	–	Sell	-5,825	Closed	-$253K	–	426
2018 Q1	$253K	Sell	5,825 -2,975	-34%	-$134K	0.23%	123
2017 Q4	$404K	Buy	+8,800	New	+$405K	0.35%	82
2017 Q3	–	Sell	-92,050	Closed	-$4.13M	–	342
2017 Q2	$4.13M	Buy	+92,050	New	+$4.07M	0.88%	54
2014 Q3	–	Sell	-225	Closed	-$10K	–	261
2014 Q2	$10K	Buy	+225	New	+$9.13K	﹤0.01%	221

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

C.M. Bidwell & Associates's KO Position: Q2 2026 in Review

C.M. Bidwell & Associates held its Coca-Cola (KO) position steady in Q2 2026 at 29 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

C.M. Bidwell & Associates first reported a position in KO in Q2 2014 and has held it in 10 quarters since. The position peaked at $4.13M in Q2 2017. 3,637 funds tracked by Wall St. Rank hold KO as of Q2 2026.

C.M. Bidwell & Associates held 29 shares of Coca-Cola worth $2.36K as of Q2 2026.
C.M. Bidwell & Associates left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up ﹤0.01% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #404 holding.
C.M. Bidwell & Associates first reported a position in Coca-Cola in Q2 2014 and has held it in 10 quarters since.
C.M. Bidwell & Associates's Coca-Cola position peaked at $4.13M in Q2 2017.
3,637 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.