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Empowered Funds’s Coca-Cola KO Stock Holding History

Empowered Funds’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 		$46.1M Buy
567,041
+60,180
+12% +$4.75M 0.24% 75
2026
Q1 		$38.5M Buy
+506,861
New +$38.3M 0.25% 69
2025
Q4 		– Sell
-344,335
Closed -$22.8M – 1487
2025
Q3 		$22.8M Buy
344,335
+86,003
+33% +$5.92M 0.23% 72
2025
Q2 		$18.3M Sell
258,332
-928
-0.4% -$66.1K 0.21% 94
2025
Q1 		$18.6M Buy
259,260
+24,118
+10% +$1.61M 0.26% 63
2024
Q4 		$14.6M Buy
235,142
+25,176
+12% +$1.64M 0.21% 86
2024
Q3 		$15.1M Sell
209,966
-35,297
-14% -$2.42M 0.24% 78
2024
Q2 		$15.6M Buy
245,263
+35,328
+17% +$2.19M 0.27% 56
2024
Q1 		$12.8M Sell
209,935
-35,691
-15% -$2.14M 0.23% 81
2023
Q4 		$14.5M Buy
245,626
+153,513
+167% +$8.72M 0.36% 29
2023
Q3 		$5.16M Buy
92,113
+1,096
+1% +$65.7K 0.15% 170
2023
Q2 		$5.48M Buy
91,017
+28,889
+46% +$1.8M 0.19% 115
2023
Q1 		$3.85M Buy
62,128
+1,434
+2% +$86.8K 0.23% 131
2022
Q4 		$3.86M Buy
60,694
+56,662
+1,405% +$3.42M 0.25% 132
2022
Q3 		$226K Buy
+4,032
New +$251K 0.02% 306

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

Empowered Funds's KO Position: Q2 2026 in Review

Empowered Funds increased its Coca-Cola (KO) stake by 12% in Q2 2026, buying an estimated $4.75M and bringing the position to 567,041 shares worth $46.1M. The position accounts for 0.24% of the portfolio, ranked #75.

Empowered Funds first reported a position in KO in Q3 2022 and has held it in 15 quarters since. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Empowered Funds held 567,041 shares of Coca-Cola worth $46.1M as of Q2 2026.
  • Empowered Funds bought 60,180 Coca-Cola shares in Q2 2026, an estimated $4.75M.
  • Coca-Cola made up 0.24% of Empowered Funds's portfolio in Q2 2026, its #75 holding.
  • Empowered Funds first reported a position in Coca-Cola in Q3 2022 and has held it in 15 quarters since.
  • 3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.