Councilmark Asset Management’s Coca-Cola KO Stock Holding History

Councilmark Asset Management’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	$756K	Hold	9,302	–	–	0.4%	42
2026 Q1	$707K	Sell	9,302 -200	-2%	-$15.1K	0.41%	45
2025 Q4	$664K	Hold	9,502	–	–	0.37%	47
2025 Q3	$630K	Sell	9,502 -100	-1%	-$6.88K	0.36%	51
2025 Q2	$679K	Buy	9,602 +126	+1%	+$8.97K	0.43%	48
2025 Q1	$679K	Hold	9,476	–	–	0.46%	48
2024 Q4	$590K	Hold	9,476	–	–	0.4%	49
2024 Q3	$681K	Sell	9,476 -300	-3%	-$20.5K	0.46%	49
2024 Q2	$622K	Hold	9,776	–	–	0.44%	49
2024 Q1	$598K	Buy	+9,776	New	+$587K	0.43%	50

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

Councilmark Asset Management's KO Position: Q2 2026 in Review

Councilmark Asset Management held its Coca-Cola (KO) position steady in Q2 2026 at 9,302 shares worth $756K. The position accounts for 0.4% of the portfolio, ranked #42.

Councilmark Asset Management first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Councilmark Asset Management held 9,302 shares of Coca-Cola worth $756K as of Q2 2026.
Councilmark Asset Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.4% of Councilmark Asset Management's portfolio in Q2 2026, its #42 holding.
Councilmark Asset Management first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Councilmark Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.