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Endeavor Private Wealth’s Coca-Cola KO Stock Holding History

Endeavor Private Wealth’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 		$339K Buy
4,140
+267
+7% +$21.1K 0.08% 170
2026
Q1 		$297K Buy
3,873
+122
+3% +$9.22K 0.09% 165
2025
Q4 		$262K Buy
3,751
+287
+8% +$20K 0.08% 176
2025
Q3 		$231K Buy
+3,464
New +$238K 0.07% 178

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

Endeavor Private Wealth's KO Position: Q2 2026 in Review

Endeavor Private Wealth increased its Coca-Cola (KO) stake by 6.9% in Q2 2026, buying an estimated $21.1K and bringing the position to 4,140 shares worth $339K. The position accounts for 0.08% of the portfolio, ranked #170.

Endeavor Private Wealth first reported a position in KO in Q3 2025 and has held it in 4 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Endeavor Private Wealth held 4,140 shares of Coca-Cola worth $339K as of Q2 2026.
  • Endeavor Private Wealth bought 267 Coca-Cola shares in Q2 2026, an estimated $21.1K.
  • Coca-Cola made up 0.08% of Endeavor Private Wealth's portfolio in Q2 2026, its #170 holding.
  • Endeavor Private Wealth first reported a position in Coca-Cola in Q3 2025 and has held it in 4 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.