Catalyst Funds Management’s Coca-Cola KO Stock Holding History

Catalyst Funds 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	$11.3M	Buy	139,400 +134,025	+2,493%	+$10.6M	0.64%	29
2026 Q1	$409K	Buy	+5,375	New	+$406K	0.07%	287
2025 Q2	–	Sell	-30,060	Closed	-$2.15M	–	586
2025 Q1	$2.15M	Sell	30,060 -14,505	-33%	-$969K	0.56%	46
2024 Q4	$2.77M	Buy	44,565 +17,665	+66%	+$1.15M	0.68%	32
2024 Q3	$1.93M	Buy	26,900 +18,200	+209%	+$1.25M	0.42%	37
2024 Q2	$554K	Buy	+8,700	New	+$539K	0.15%	93

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 $3.38T AUM 44.17% 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

Catalyst Funds Management's KO Position: Q2 2026 in Review

Catalyst Funds Management increased its Coca-Cola (KO) stake by 2,493% in Q2 2026, buying an estimated $10.6M and bringing the position to 139,400 shares worth $11.3M. The position accounts for 0.64% of the portfolio, ranked #29.

Catalyst Funds Management first reported a position in KO in Q2 2024 and has held it in 6 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Catalyst Funds Management held 139,400 shares of Coca-Cola worth $11.3M as of Q2 2026.
Catalyst Funds Management bought 134,025 Coca-Cola shares in Q2 2026, an estimated $10.6M.
Coca-Cola made up 0.64% of Catalyst Funds Management's portfolio in Q2 2026, its #29 holding.
Catalyst Funds Management first reported a position in Coca-Cola in Q2 2024 and has held it in 6 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.