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COWA LLC’s Coca-Cola KO Stock Holding History

COWA LLC’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 		$846K Buy
10,413
+1
+0% +$79 0.21% 72
2026
Q1 		$792K Sell
10,412
-132
-1% -$9.98K 0.21% 79
2025
Q4 		$737K Sell
10,544
-414
-4% -$28.9K 0.22% 71
2025
Q3 		$727K Sell
10,958
-220
-2% -$15.1K 0.24% 73
2025
Q2 		$791K Buy
11,178
+783
+8% +$55.8K 0.3% 63
2025
Q1 		$745K Sell
10,395
-735
-7% -$49.1K 0.32% 61
2024
Q4 		$693K Buy
11,130
+111
+1% +$7.25K 0.32% 61
2024
Q3 		$792K Sell
11,019
-214
-2% -$14.7K 0.38% 58
2024
Q2 		$715K Buy
11,233
+13
+0.1% +$805 0.38% 52
2024
Q1 		$686K Sell
11,220
-52
-0.5% -$3.12K 0.4% 52
2023
Q4 		$664K Buy
11,272
+603
+6% +$34.3K 0.41% 48
2023
Q3 		$597K Buy
10,669
+12
+0.1% +$720 0.4% 51
2023
Q2 		$642K Buy
10,657
+12
+0.1% +$747 0.42% 50
2023
Q1 		$660K Buy
10,645
+1,550
+17% +$93.8K 0.54% 46
2022
Q4 		$579K Buy
9,095
+23
+0.3% +$1.39K 0.36% 59
2022
Q3 		$508K Buy
9,072
+10
+0.1% +$622 0.34% 64
2022
Q2 		$570K Buy
9,062
+11
+0.1% +$697 0.33% 67
2022
Q1 		$561K Hold
9,051
– – 0.28% 70
2021
Q4 		$536K Buy
9,051
+460
+5% +$25.6K 0.27% 68
2021
Q3 		$451K Hold
8,591
– – 0.26% 72
2021
Q2 		$464K Buy
8,591
+7
+0.1% +$381 0.29% 63
2021
Q1 		$455K Sell
8,584
-1,198
-12% -$60.3K 0.27% 65
2020
Q4 		$491K Buy
+9,782
New +$506K 0.37% 58

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

COWA LLC's KO Position: Q2 2026 in Review

COWA LLC increased its Coca-Cola (KO) stake by 0.01% in Q2 2026, buying an estimated $79 and bringing the position to 10,413 shares worth $846K. The position accounts for 0.21% of the portfolio, ranked #72.

COWA LLC first reported a position in KO in Q4 2020 and has held it in 23 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • COWA LLC held 10,413 shares of Coca-Cola worth $846K as of Q2 2026.
  • COWA LLC bought 1 Coca-Cola share in Q2 2026, an estimated $79.
  • Coca-Cola made up 0.21% of COWA LLC's portfolio in Q2 2026, its #72 holding.
  • COWA LLC first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on COWA LLC's 13F filing for Q2 2026, filed 6 Aug 2026.