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Capstone Financial Advisors’s Coca-Cola KO Stock Holding History

Capstone Financial Advisors’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 		$1.49M Buy
18,361
+1,275
+7% +$101K 0.07% 56
2026
Q1 		$1.3M Buy
17,086
+7
+0% +$529 0.07% 53
2025
Q4 		$1.19M Buy
17,079
+290
+2% +$20.2K 0.06% 57
2025
Q3 		$1.11M Buy
16,789
+183
+1% +$12.6K 0.06% 60
2025
Q2 		$1.17M Sell
16,606
-313
-2% -$22.3K 0.07% 58
2025
Q1 		$1.21M Sell
16,919
-297
-2% -$19.8K 0.08% 58
2024
Q4 		$1.07M Buy
17,216
+194
+1% +$12.7K 0.07% 60
2024
Q3 		$1.22M Buy
17,022
+54
+0.3% +$3.7K 0.08% 52
2024
Q2 		$1.08M Buy
16,968
+20
+0.1% +$1.24K 0.07% 53
2024
Q1 		$1.04M Buy
16,948
+38
+0.2% +$2.28K 0.07% 54
2023
Q4 		$997K Sell
16,910
-211
-1% -$12K 0.07% 54
2023
Q3 		$958K Buy
17,121
+115
+0.7% +$6.9K 0.08% 53
2023
Q2 		$1.02M Sell
17,006
-444
-3% -$27.6K 0.08% 51
2023
Q1 		$1.08M Buy
17,450
+31
+0.2% +$1.88K 0.09% 47
2022
Q4 		$1.11M Buy
17,419
+21
+0.1% +$1.27K 0.09% 45
2022
Q3 		$975K Buy
17,398
+416
+2% +$25.9K 0.09% 47
2022
Q2 		$1.07M Buy
16,982
+15
+0.1% +$951 0.09% 50
2022
Q1 		$1.05M Buy
16,967
+250
+1% +$15.2K 0.08% 52
2021
Q4 		$990K Buy
16,717
+1
+0% +$56 0.07% 49
2021
Q3 		$877K Buy
16,716
+1
+0% +$56 0.07% 45
2021
Q2 		$904K Buy
16,715
+1,578
+10% +$85.9K 0.07% 43
2021
Q1 		$798K Sell
15,137
-540
-3% -$27.2K 0.07% 38
2020
Q4 		$860K Buy
15,677
+1,001
+7% +$51.8K 0.08% 38
2020
Q3 		$725K Buy
14,676
+50
+0.3% +$2.4K 0.08% 39
2020
Q2 		$653K Buy
14,626
+1
+0% +$46 0.07% 38
2020
Q1 		$647K Buy
+14,625
New +$790K 0.08% 33

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

Capstone Financial Advisors's KO Position: Q2 2026 in Review

Capstone Financial Advisors increased its Coca-Cola (KO) stake by 7.5% in Q2 2026, buying an estimated $101K and bringing the position to 18,361 shares worth $1.49M. The position accounts for 0.07% of the portfolio, ranked #56.

Capstone Financial Advisors first reported a position in KO in Q1 2020 and has held it in 26 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Capstone Financial Advisors held 18,361 shares of Coca-Cola worth $1.49M as of Q2 2026.
  • Capstone Financial Advisors bought 1,275 Coca-Cola shares in Q2 2026, an estimated $101K.
  • Coca-Cola made up 0.07% of Capstone Financial Advisors's portfolio in Q2 2026, its #56 holding.
  • Capstone Financial Advisors first reported a position in Coca-Cola in Q1 2020 and has held it in 26 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.