CIG
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Cascade Investment Group’s Coca-Cola KO Stock Holding History

Cascade Investment Group’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 		$430K Hold
5,286
– – 0.24% 97
2026
Q1 		$402K Hold
5,286
– – 0.26% 92
2025
Q4 		$370K Sell
5,286
-50
-0.9% -$3.49K 0.25% 95
2025
Q3 		$354K Sell
5,336
-325
-6% -$22.4K 0.23% 99
2025
Q2 		$401K Buy
5,661
+1,865
+49% +$133K 0.28% 81
2025
Q1 		$272K Buy
3,796
+56
+1% +$3.74K 0.21% 108
2024
Q4 		$233K Hold
3,740
– – 0.17% 124
2024
Q3 		$269K Hold
3,740
– – 0.2% 115
2024
Q2 		$238K Sell
3,740
-3,592
-49% -$222K 0.19% 116
2024
Q1 		$449K Buy
7,332
+375
+5% +$22.5K 0.34% 74
2023
Q4 		$410K Buy
6,957
+71
+1% +$4.03K 0.33% 75
2023
Q3 		$385K Buy
6,886
+49
+0.7% +$2.94K 0.36% 68
2023
Q2 		$412K Sell
6,837
-235
-3% -$14.6K 0.38% 71
2023
Q1 		$439K Sell
7,072
-296
-4% -$17.9K 0.43% 67
2022
Q4 		$469K Buy
+7,368
New +$445K 0.49% 59

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 $3.37T AUM 44.26% 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

Cascade Investment Group's KO Position: Q2 2026 in Review

Cascade Investment Group held its Coca-Cola (KO) position steady in Q2 2026 at 5,286 shares worth $430K. The position accounts for 0.24% of the portfolio, ranked #97.

Cascade Investment Group first reported a position in KO in Q4 2022 and has held it in 15 quarters since. The position peaked at $469K in Q4 2022. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Cascade Investment Group held 5,286 shares of Coca-Cola worth $430K as of Q2 2026.
  • Cascade Investment Group left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.24% of Cascade Investment Group's portfolio in Q2 2026, its #97 holding.
  • Cascade Investment Group first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • Cascade Investment Group's Coca-Cola position peaked at $469K in Q4 2022.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.