Clear Investment Research’s Coca-Cola KO Stock Holding History

Clear Investment Research’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	$344K	Sell	4,234 -1	-0%	-$79	0.54%	46
2026 Q1	$322K	Buy	4,235 +141	+3%	+$10.7K	0.5%	42
2025 Q4	$286K	Buy	4,094 +13	+0.3%	+$906	0.47%	47
2025 Q3	$271K	Buy	4,081 +33	+0.8%	+$2.27K	0.36%	52
2025 Q2	$286K	Buy	4,048 +25	+0.6%	+$1.78K	0.36%	48
2025 Q1	$288K	Buy	4,023 +3,074	+324%	+$205K	0.38%	46
2024 Q4	$59.1K	Buy	949 +63	+7%	+$4.11K	0.08%	101
2024 Q3	$63.7K	Sell	886 -29	-3%	-$1.99K	0.08%	95
2024 Q2	$58.2K	Sell	915 -36	-4%	-$2.23K	0.08%	94
2024 Q1	$58.2K	Sell	951 -2	-0.2%	-$120	0.08%	93
2023 Q4	$56.2K	Buy	953 +25	+3%	+$1.42K	0.08%	101
2023 Q3	$52K	Buy	928 +246	+36%	+$14.8K	0.09%	88
2023 Q2	$41.1K	Buy	682 +81	+13%	+$5.04K	0.07%	96
2023 Q1	$37.3K	Buy	601 +169	+39%	+$10.2K	0.07%	91
2022 Q4	$27K	Hold	432	–	–	0.05%	93
2022 Q3	$24K	Buy	+432	New	+$26.8K	0.05%	100
2019 Q4	–	Sell	-42	Closed	-$2K	–	242
2019 Q3	$2K	Hold	42	–	–	﹤0.01%	114
2019 Q2	$2K	Hold	42	–	–	﹤0.01%	112
2019 Q1	$2K	Hold	42	–	–	﹤0.01%	107
2018 Q4	$2K	Hold	42	–	–	﹤0.01%	98
2018 Q3	$2K	Buy	+42	New	+$1.92K	﹤0.01%	111

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 $3.38T AUM 44.17% 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

Clear Investment Research's KO Position: Q2 2026 in Review

Clear Investment Research reduced its Coca-Cola (KO) stake by 0.02% in Q2 2026, selling an estimated $79 and leaving 4,234 shares worth $344K. The position accounts for 0.54% of the portfolio, ranked #46.

Clear Investment Research first reported a position in KO in Q3 2018 and has held it in 21 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Clear Investment Research held 4,234 shares of Coca-Cola worth $344K as of Q2 2026.
Clear Investment Research sold 1 Coca-Cola share in Q2 2026, an estimated $79.
Coca-Cola made up 0.54% of Clear Investment Research's portfolio in Q2 2026, its #46 holding.
Clear Investment Research first reported a position in Coca-Cola in Q3 2018 and has held it in 21 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.