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Ellenbecker Investment Group’s Coca-Cola KO Stock Holding History

Ellenbecker Investment Group’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 		$549K Buy
6,752
+11
+0.2% +$869 0.06% 77
2026
Q1 		$513K Hold
6,741
– – 0.07% 73
2025
Q4 		$471K Sell
6,741
-33
-0.5% -$2.3K 0.07% 77
2025
Q3 		$449K Sell
6,774
-88
-1% -$6.06K 0.07% 78
2025
Q2 		$486K Buy
6,862
+380
+6% +$27.1K 0.08% 74
2025
Q1 		$464K Hold
6,482
– – 0.08% 71
2024
Q4 		$404K Sell
6,482
-239
-4% -$15.6K 0.07% 77
2024
Q3 		$483K Sell
6,721
-47
-0.7% -$3.22K 0.09% 63
2024
Q2 		$431K Sell
6,768
-171
-2% -$10.6K 0.09% 71
2024
Q1 		$425K Sell
6,939
-354
-5% -$21.3K 0.09% 68
2023
Q4 		$429K Buy
7,293
+3,032
+71% +$172K 0.1% 64
2023
Q3 		$406K Sell
4,261
-3,150
-43% -$189K 0.11% 61
2023
Q2 		$445K Buy
7,411
+180
+2% +$11.2K 0.11% 55
2023
Q1 		$448K Sell
7,231
-174
-2% -$10.5K 0.12% 56
2022
Q4 		$471K Buy
7,405
+203
+3% +$12.3K 0.14% 51
2022
Q3 		$403K Buy
7,202
+412
+6% +$25.6K 0.13% 49
2022
Q2 		$427K Buy
6,790
+736
+12% +$46.7K 0.13% 49
2022
Q1 		$375K Buy
+6,054
New +$368K 0.11% 57

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

Ellenbecker Investment Group's KO Position: Q2 2026 in Review

Ellenbecker Investment Group increased its Coca-Cola (KO) stake by 0.16% in Q2 2026, buying an estimated $869 and bringing the position to 6,752 shares worth $549K. The position accounts for 0.06% of the portfolio, ranked #77.

Ellenbecker Investment Group first reported a position in KO in Q1 2022 and has held it in 18 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Ellenbecker Investment Group held 6,752 shares of Coca-Cola worth $549K as of Q2 2026.
  • Ellenbecker Investment Group bought 11 Coca-Cola shares in Q2 2026, an estimated $869.
  • Coca-Cola made up 0.06% of Ellenbecker Investment Group's portfolio in Q2 2026, its #77 holding.
  • Ellenbecker Investment Group first reported a position in Coca-Cola in Q1 2022 and has held it in 18 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.