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Dmitry Balyasny’s Coca-Cola KO Stock Holding History

Dmitry Balyasny’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 		$22.5M Buy
276,600
+168,600
+156% +$13.3M 0.03% 660
2026
Q1 		$8.21M Buy
108,000
+29,000
+37% +$2.19M 0.01% 1125
2025
Q4 		$5.52M Buy
79,000
+61,100
+341% +$4.26M 0.01% 1343
2025
Q3 		$1.19M Buy
17,900
+4,700
+36% +$323K ﹤0.01% 2044
2025
Q2 		$934K Sell
13,200
-105,200
-89% -$7.49M ﹤0.01% 2063
2025
Q1 		$8.48M Sell
118,400
-217,600
-65% -$14.5M 0.01% 1009
2024
Q4 		$20.9M Sell
336,000
-1,100
-0.3% -$71.8K 0.03% 644
2024
Q3 		$24.2M Buy
337,100
+189,100
+128% +$12.9M 0.04% 561
2024
Q2 		$9.42M Buy
148,000
+93,900
+174% +$5.81M 0.02% 914
2024
Q1 		$3.31M Buy
54,100
+31,200
+136% +$1.87M 0.01% 1377
2023
Q4 		$1.35M Sell
22,900
-14,900
-39% -$846K ﹤0.01% 1573
2023
Q3 		$2.12M Sell
37,800
-9,900
-21% -$594K ﹤0.01% 1364
2023
Q2 		$2.87M Buy
+47,700
New +$2.97M 0.01% 1251
2020
Q4 		– Sell
-100,000
Closed -$4.94M – 1533
2020
Q3 		$4.94M Buy
+100,000
New +$4.81M 0.04% 615
2014
Q2 		– Sell
-100,000
Closed -$3.87M – 701
2014
Q1 		$3.87M Sell
100,000
-1,063,800
-91% -$41.1M 0.04% 403
2013
Q4 		$48.1M Buy
1,163,800
+1,063,800
+1,064% +$42M 0.63% 35
2013
Q3 		$5.84M Sell
100,000
-150,000
-60% -$5.93M 0.08% 317
2013
Q2 		$10M Buy
+250,000
New +$10.4M 0.17% 146

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

Dmitry Balyasny's KO Position: Q2 2026 in Review

Dmitry Balyasny reduced its Coca-Cola (KO) stake by 7.5% in Q2 2026, selling an estimated $13.1M and leaving 2,040,440 shares worth $166M. The position accounts for 0.21% of the portfolio, ranked #103.

Dmitry Balyasny first reported a position in KO in Q2 2013 and has held it in 37 quarters since. The position peaked at $372M in Q4 2024. 3,618 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Dmitry Balyasny held 2,040,440 shares of Coca-Cola worth $166M as of Q2 2026.
  • Dmitry Balyasny sold 166,338 Coca-Cola shares in Q2 2026, an estimated $13.1M.
  • Coca-Cola made up 0.21% of Dmitry Balyasny's portfolio in Q2 2026, its #103 holding.
  • Dmitry Balyasny first reported a position in Coca-Cola in Q2 2013 and has held it in 37 quarters since.
  • Dmitry Balyasny's Coca-Cola position peaked at $372M in Q4 2024.
  • 3,618 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.