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Chung Wu Investment Group’s Coca-Cola KO Stock Holding History

Chung Wu 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 		$73.1K Buy
900
+300
+50% +$23.7K 0.05% 141
2026
Q1 		$45.6K Sell
600
-600
-50% -$45.4K 0.04% 139
2025
Q4 		$83.9K Hold
1,200
– – 0.07% 115
2025
Q3 		$79.6K Hold
1,200
– – 0.07% 119
2025
Q2 		$84.9K Buy
+1,200
New +$85.5K 0.09% 108

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

Chung Wu Investment Group's KO Position: Q2 2026 in Review

Chung Wu Investment Group increased its Coca-Cola (KO) stake by 50% in Q2 2026, buying an estimated $23.7K and bringing the position to 900 shares worth $73.1K. The position accounts for 0.05% of the portfolio, ranked #141.

Chung Wu Investment Group first reported a position in KO in Q2 2025 and has held it in 5 quarters since. The position peaked at $84.9K in Q2 2025. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Chung Wu Investment Group held 900 shares of Coca-Cola worth $73.1K as of Q2 2026.
  • Chung Wu Investment Group bought 300 Coca-Cola shares in Q2 2026, an estimated $23.7K.
  • Coca-Cola made up 0.05% of Chung Wu Investment Group's portfolio in Q2 2026, its #141 holding.
  • Chung Wu Investment Group first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
  • Chung Wu Investment Group's Coca-Cola position peaked at $84.9K in Q2 2025.
  • 3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.