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Channel Wealth’s Coca-Cola KO Stock Holding History

Channel Wealth’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 		$579K Buy
7,126
+238
+3% +$18.8K 0.13% 98
2026
Q1 		$524K Sell
6,888
-273
-4% -$20.6K 0.13% 96
2025
Q4 		$501K Buy
7,161
+1,197
+20% +$83.4K 0.13% 95
2025
Q3 		$396K Buy
5,964
+86
+1% +$5.92K 0.11% 109
2025
Q2 		$416K Sell
5,878
-3,561
-38% -$254K 0.12% 107
2025
Q1 		$676K Sell
9,439
-29,549
-76% -$1.97M 0.21% 81
2024
Q4 		$2.43M Sell
38,988
-7,081
-15% -$462K 0.79% 40
2024
Q3 		$3.31M Sell
46,069
-3,684
-7% -$252K 1.09% 30
2024
Q2 		$3.17M Sell
49,753
-7,189
-13% -$445K 1.15% 26
2024
Q1 		$3.48M Buy
56,942
+6,779
+14% +$407K 1.4% 23
2023
Q4 		$2.96M Buy
50,163
+20,265
+68% +$1.15M 1.4% 21
2023
Q3 		$1.67M Buy
29,898
+5,007
+20% +$300K 0.94% 31
2023
Q2 		$1.5M Buy
24,891
+3,597
+17% +$224K 0.86% 30
2023
Q1 		$1.32M Buy
+21,294
New +$1.29M 0.85% 32

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

Channel Wealth's KO Position: Q2 2026 in Review

Channel Wealth increased its Coca-Cola (KO) stake by 3.5% in Q2 2026, buying an estimated $18.8K and bringing the position to 7,126 shares worth $579K. The position accounts for 0.13% of the portfolio, ranked #98.

Channel Wealth first reported a position in KO in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.48M in Q1 2024. 3,617 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Channel Wealth held 7,126 shares of Coca-Cola worth $579K as of Q2 2026.
  • Channel Wealth bought 238 Coca-Cola shares in Q2 2026, an estimated $18.8K.
  • Coca-Cola made up 0.13% of Channel Wealth's portfolio in Q2 2026, its #98 holding.
  • Channel Wealth first reported a position in Coca-Cola in Q1 2023 and has held it in 14 quarters since.
  • Channel Wealth's Coca-Cola position peaked at $3.48M in Q1 2024.
  • 3,617 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.