Eight 31 Financial’s Coca-Cola KO Stock Holding History

Eight 31 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	$263K	Hold	3,234	–	–	0.16%	52
2026 Q1	$246K	Hold	3,234	–	–	0.15%	60
2025 Q4	$226K	Hold	3,234	–	–	0.12%	61
2025 Q3	$214K	Hold	3,234	–	–	0.12%	67
2025 Q2	$229K	Sell	3,234 -742	-19%	-$52.9K	0.15%	58
2025 Q1	$285K	Sell	3,976 -851	-18%	-$56.8K	0.18%	52
2024 Q4	$301K	Sell	4,827 -185	-4%	-$12.1K	0.23%	50
2024 Q3	$360K	Sell	5,012 -340	-6%	-$23.3K	0.28%	49
2024 Q2	$341K	Sell	5,352 -6,983	-57%	-$432K	0.26%	52
2024 Q1	$755K	Sell	12,335 -3,046	-20%	-$183K	0.47%	42
2023 Q4	$906K	Buy	+15,381	New	+$874K	0.56%	36

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

Eight 31 Financial's KO Position: Q2 2026 in Review

Eight 31 Financial held its Coca-Cola (KO) position steady in Q2 2026 at 3,234 shares worth $263K. The position accounts for 0.16% of the portfolio, ranked #52.

Eight 31 Financial first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $906K in Q4 2023. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Eight 31 Financial held 3,234 shares of Coca-Cola worth $263K as of Q2 2026.
Eight 31 Financial left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.16% of Eight 31 Financial's portfolio in Q2 2026, its #52 holding.
Eight 31 Financial first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
Eight 31 Financial's Coca-Cola position peaked at $906K in Q4 2023.
3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Eight 31 Financial's 13F filing for Q2 2026, filed 13 Aug 2026.