Capital Group Private Client Services’s Coca-Cola KO Stock Holding History

Capital Group Private Client Services’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	$2.47M	Sell	30,437 -3,769	-11%	-$298K	0.03%	145
2026 Q1	$2.6M	Buy	34,206 +14,217	+71%	+$1.07M	0.04%	144
2025 Q4	$1.4M	Buy	19,989 +4,304	+27%	+$300K	0.02%	188
2025 Q3	$1.04M	Sell	15,685 -54,174	-78%	-$3.73M	0.02%	204
2025 Q2	$4.94M	Buy	69,859 +1,924	+3%	+$137K	0.04%	174
2025 Q1	$4.87M	Buy	67,935 +1,207	+2%	+$80.6K	0.05%	168
2024 Q4	$4.15M	Buy	66,728 +2,464	+4%	+$161K	0.04%	183
2024 Q3	$4.62M	Buy	+64,264	New	+$4.4M	0.04%	178

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

Capital Group Private Client Services's KO Position: Q2 2026 in Review

Capital Group Private Client Services reduced its Coca-Cola (KO) stake by 11% in Q2 2026, selling an estimated $298K and leaving 30,437 shares worth $2.47M. The position accounts for 0.03% of the portfolio, ranked #145.

Capital Group Private Client Services first reported a position in KO in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.94M in Q2 2025. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Capital Group Private Client Services held 30,437 shares of Coca-Cola worth $2.47M as of Q2 2026.
Capital Group Private Client Services sold 3,769 Coca-Cola shares in Q2 2026, an estimated $298K.
Coca-Cola made up 0.03% of Capital Group Private Client Services's portfolio in Q2 2026, its #145 holding.
Capital Group Private Client Services first reported a position in Coca-Cola in Q3 2024 and has held it in 8 quarters since.
Capital Group Private Client Services's Coca-Cola position peaked at $4.94M in Q2 2025.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.