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Dunhill Financial’s Coca-Cola KO Stock Holding History

Dunhill Financial’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 		$108K Buy
1,327
+241
+22% +$19K 0.02% 214
2026
Q1 		$82.6K Sell
1,086
-193
-15% -$14.6K 0.02% 240
2025
Q4 		$89.4K Buy
1,279
+93
+8% +$6.48K 0.02% 211
2025
Q3 		$78.6K Sell
1,186
-294
-20% -$20.2K 0.02% 208
2025
Q2 		$105K Buy
1,480
+570
+63% +$40.6K 0.03% 161
2025
Q1 		$65.2K Buy
910
+477
+110% +$31.9K 0.03% 168
2024
Q4 		$27K Sell
433
-589
-58% -$38.4K 0.01% 243
2024
Q3 		$73.4K Buy
1,022
+427
+72% +$29.2K 0.04% 138
2024
Q2 		$37.9K Sell
595
-94
-14% -$5.82K 0.02% 163
2024
Q1 		$42.2K Buy
689
+49
+8% +$2.94K 0.03% 123
2023
Q4 		$37.7K Buy
+640
New +$36.4K 0.03% 115

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

Dunhill Financial's KO Position: Q2 2026 in Review

Dunhill Financial increased its Coca-Cola (KO) stake by 22% in Q2 2026, buying an estimated $19K and bringing the position to 1,327 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #214.

Dunhill Financial first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Dunhill Financial held 1,327 shares of Coca-Cola worth $108K as of Q2 2026.
  • Dunhill Financial bought 241 Coca-Cola shares in Q2 2026, an estimated $19K.
  • Coca-Cola made up 0.02% of Dunhill Financial's portfolio in Q2 2026, its #214 holding.
  • Dunhill Financial first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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