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Cambria Investment Management’s Coca-Cola KO Stock Holding History

Cambria Investment 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 		$1.06M Buy
13,018
+4,348
+50% +$343K 0.05% 303
2026
Q1 		$659K Buy
8,670
+5,246
+153% +$397K 0.04% 344
2025
Q4 		$239K Buy
+3,424
New +$239K 0.01% 555
2017
Q4 		– Sell
-11,913
Closed -$536K – 209
2017
Q3 		$536K Buy
+11,913
New +$542K 0.08% 191

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 $3.38T AUM 44.17% 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

Cambria Investment Management's KO Position: Q2 2026 in Review

Cambria Investment Management increased its Coca-Cola (KO) stake by 50% in Q2 2026, buying an estimated $343K and bringing the position to 13,018 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #303.

Cambria Investment Management first reported a position in KO in Q3 2017 and has held it in 4 quarters since. 3,650 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Cambria Investment Management held 13,018 shares of Coca-Cola worth $1.06M as of Q2 2026.
  • Cambria Investment Management bought 4,348 Coca-Cola shares in Q2 2026, an estimated $343K.
  • Coca-Cola made up 0.05% of Cambria Investment Management's portfolio in Q2 2026, its #303 holding.
  • Cambria Investment Management first reported a position in Coca-Cola in Q3 2017 and has held it in 4 quarters since.
  • 3,650 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.