C
KO icon

Covestor’s Coca-Cola KO Stock Holding History

Covestor’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 		$171K Sell
2,104
-191
-8% -$15.1K 0.1% 163
2026
Q1 		$175K Sell
2,295
-1,496
-39% -$113K 0.12% 127
2025
Q4 		$265K Buy
3,791
+1,541
+68% +$107K 0.14% 131
2025
Q3 		$149K Sell
2,250
-372
-14% -$25.6K 0.08% 343
2025
Q2 		$186K Sell
2,622
-813
-24% -$57.9K 0.11% 220
2025
Q1 		$246K Buy
3,435
+274
+9% +$18.3K 0.16% 96
2024
Q4 		$197K Sell
3,161
-399
-11% -$26K 0.12% 179
2024
Q3 		$256K Buy
3,560
+55
+2% +$3.77K 0.16% 93
2024
Q2 		$223K Sell
3,505
-407
-10% -$25.2K 0.14% 133
2024
Q1 		$239K Buy
3,912
+646
+20% +$38.8K 0.15% 106
2023
Q4 		$192K Buy
3,266
+245
+8% +$13.9K 0.13% 159
2023
Q3 		$169K Buy
3,021
+99
+3% +$5.94K 0.13% 166
2023
Q2 		$176K Sell
2,922
-208
-7% -$12.9K 0.13% 165
2023
Q1 		$194K Buy
3,130
+194
+7% +$11.7K 0.17% 114
2022
Q4 		$187K Buy
2,936
+190
+7% +$11.5K 0.15% 136
2022
Q3 		$154K Sell
2,746
-1,565
-36% -$97.3K 0.14% 151
2022
Q2 		$271K Sell
4,311
-456
-10% -$28.9K 0.21% 61
2022
Q1 		$296K Buy
4,767
+2,544
+114% +$155K 0.2% 61
2021
Q4 		$132K Buy
+2,223
New +$124K 0.19% 77

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

Covestor's KO Position: Q2 2026 in Review

Covestor reduced its Coca-Cola (KO) stake by 8.3% in Q2 2026, selling an estimated $15.1K and leaving 2,104 shares worth $171K. The position accounts for 0.1% of the portfolio, ranked #163.

Covestor first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $296K in Q1 2022. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Covestor held 2,104 shares of Coca-Cola worth $171K as of Q2 2026.
  • Covestor sold 191 Coca-Cola shares in Q2 2026, an estimated $15.1K.
  • Coca-Cola made up 0.1% of Covestor's portfolio in Q2 2026, its #163 holding.
  • Covestor first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Coca-Cola position peaked at $296K in Q1 2022.
  • 3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.