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Claris Advisors’s Coca-Cola KO Stock Holding History

Claris Advisors’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 		$235K Buy
2,890
+9
+0.3% +$711 0.06% 66
2026
Q1 		$219K Hold
2,881
– – 0.07% 67
2025
Q4 		$201K Sell
2,881
-404
-12% -$28.2K 0.06% 68
2025
Q3 		$232K Hold
3,285
– – 0.08% 65
2025
Q2 		$232K Sell
3,285
-701
-18% -$49.9K 0.08% 65
2025
Q1 		$286K Buy
3,986
+329
+9% +$22K 0.11% 60
2024
Q4 		$228K Buy
3,657
+88
+2% +$5.74K 0.09% 66
2024
Q3 		$256K Buy
+3,569
New +$244K 0.11% 52

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

Claris Advisors's KO Position: Q2 2026 in Review

Claris Advisors increased its Coca-Cola (KO) stake by 0.31% in Q2 2026, buying an estimated $711 and bringing the position to 2,890 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #66.

Claris Advisors first reported a position in KO in Q3 2024 and has held it in 8 quarters since. The position peaked at $286K in Q1 2025. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Claris Advisors held 2,890 shares of Coca-Cola worth $235K as of Q2 2026.
  • Claris Advisors bought 9 Coca-Cola shares in Q2 2026, an estimated $711.
  • Coca-Cola made up 0.06% of Claris Advisors's portfolio in Q2 2026, its #66 holding.
  • Claris Advisors first reported a position in Coca-Cola in Q3 2024 and has held it in 8 quarters since.
  • Claris Advisors's Coca-Cola position peaked at $286K in Q1 2025.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.