Everstar Asset Management’s Coca-Cola KO Stock Holding History

Everstar Asset Management’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	$228K	Sell	2,800 -131	-4%	-$10.3K	0.11%	178
2026 Q1	$223K	Buy	+2,931	New	+$222K	0.12%	159

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

Everstar Asset Management's KO Position: Q2 2026 in Review

Everstar Asset Management reduced its Coca-Cola (KO) stake by 4.5% in Q2 2026, selling an estimated $10.3K and leaving 2,800 shares worth $228K. The position accounts for 0.11% of the portfolio, ranked #178.

Everstar Asset Management first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Everstar Asset Management held 2,800 shares of Coca-Cola worth $228K as of Q2 2026.
Everstar Asset Management sold 131 Coca-Cola shares in Q2 2026, an estimated $10.3K.
Coca-Cola made up 0.11% of Everstar Asset Management's portfolio in Q2 2026, its #178 holding.
Everstar Asset Management first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.