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Enclave Advisors’s Coca-Cola KO Stock Holding History

Enclave Advisors’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 		$10.6M Hold
130,435
– – 1.34% 20
2026
Q1 		$9.92M Sell
130,435
-50
-0% -$3.78K 1.36% 20
2025
Q4 		$9.12M Buy
130,485
+50
+0% +$3.49K 1.29% 21
2025
Q3 		$8.65M Sell
130,435
-198
-0.2% -$13.6K 1.32% 20
2025
Q2 		$9.24M Hold
130,633
– – 1.49% 20
2025
Q1 		$9.36M Buy
130,633
+129
+0.1% +$8.62K 1.6% 19
2024
Q4 		$8.13M Sell
130,504
-15
-0% -$979 1.34% 22
2024
Q3 		$9.38M Buy
+130,519
New +$8.94M 1.59% 16

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

Enclave Advisors's KO Position: Q2 2026 in Review

Enclave Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 130,435 shares worth $10.6M. The position accounts for 1.34% of the portfolio, ranked #20.

Enclave Advisors first reported a position in KO in Q3 2024 and has held it in 8 quarters since. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Enclave Advisors held 130,435 shares of Coca-Cola worth $10.6M as of Q2 2026.
  • Enclave Advisors left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 1.34% of Enclave Advisors's portfolio in Q2 2026, its #20 holding.
  • Enclave Advisors first reported a position in Coca-Cola in Q3 2024 and has held it in 8 quarters since.
  • 3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.