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Catherine Avery Investment Management’s Coca-Cola KO Stock Holding History

Catherine Avery 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 		$6.57M Sell
80,871
-5,507
-6% -$435K 2.87% 12
2026
Q1 		$6.57M Buy
86,378
+19,077
+28% +$1.44M 2.94% 8
2025
Q4 		$4.71M Buy
67,301
+459
+0.7% +$32K 2.82% 11
2025
Q3 		$4.43M Buy
66,842
+13,919
+26% +$958K 2.86% 12
2025
Q2 		$3.74M Sell
52,923
-156
-0.3% -$11.1K 2.84% 10
2025
Q1 		$3.8M Buy
53,079
+6,812
+15% +$455K 3.41% 7
2024
Q4 		$2.88M Buy
+46,267
New +$3.02M 2.54% 26

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

Catherine Avery Investment Management's KO Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Coca-Cola (KO) stake by 6.4% in Q2 2026, selling an estimated $435K and leaving 80,871 shares worth $6.57M. The position accounts for 2.87% of the portfolio, ranked #12.

Catherine Avery Investment Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Catherine Avery Investment Management held 80,871 shares of Coca-Cola worth $6.57M as of Q2 2026.
  • Catherine Avery Investment Management sold 5,507 Coca-Cola shares in Q2 2026, an estimated $435K.
  • Coca-Cola made up 2.87% of Catherine Avery Investment Management's portfolio in Q2 2026, its #12 holding.
  • Catherine Avery Investment Management first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.