Cedar Point Capital Partners’s Coca-Cola KO Stock Holding History

Cedar Point Capital Partners’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	$409K	Buy	5,036 +581	+13%	+$45.9K	0.24%	51
2026 Q1	$339K	Hold	4,455	–	–	0.22%	56
2025 Q4	$311K	Hold	4,455	–	–	0.2%	57
2025 Q3	$295K	Sell	4,455 -115	-3%	-$7.92K	0.19%	55
2025 Q2	$323K	Sell	4,570 -6	-0.1%	-$427	0.23%	50
2025 Q1	$328K	Buy	4,576 +3	+0.1%	+$200	0.22%	48
2024 Q4	$285K	Hold	4,573	–	–	0.19%	53
2024 Q3	$329K	Sell	4,573 -60	-1%	-$4.11K	0.23%	45
2024 Q2	$295K	Hold	4,633	–	–	0.22%	44
2024 Q1	$283K	Hold	4,633	–	–	0.22%	44
2023 Q4	$273K	Buy	+4,633	New	+$263K	0.23%	41

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

Cedar Point Capital Partners's KO Position: Q2 2026 in Review

Cedar Point Capital Partners increased its Coca-Cola (KO) stake by 13% in Q2 2026, buying an estimated $45.9K and bringing the position to 5,036 shares worth $409K. The position accounts for 0.24% of the portfolio, ranked #51.

Cedar Point Capital Partners first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Cedar Point Capital Partners held 5,036 shares of Coca-Cola worth $409K as of Q2 2026.
Cedar Point Capital Partners bought 581 Coca-Cola shares in Q2 2026, an estimated $45.9K.
Coca-Cola made up 0.24% of Cedar Point Capital Partners's portfolio in Q2 2026, its #51 holding.
Cedar Point Capital Partners first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cedar Point Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.