FP
KO icon

Financial Perspectives’s Coca-Cola KO Stock Holding History

Financial Perspectives’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 		$191K Buy
2,355
+2
+0.1% +$158 0.05% 175
2026
Q1 		$179K Buy
2,353
+360
+18% +$27.2K 0.05% 174
2025
Q4 		$139K Buy
1,993
+5
+0.3% +$349 0.04% 199
2025
Q3 		$132K Buy
1,988
+172
+9% +$11.8K 0.04% 208
2025
Q2 		$128K Buy
1,816
+3
+0.2% +$214 0.04% 199
2025
Q1 		$130K Hold
1,813
– – 0.04% 181
2024
Q4 		$113K Buy
1,813
+371
+26% +$24.2K 0.04% 200
2024
Q3 		$104K Buy
1,442
+3
+0.2% +$205 0.04% 206
2024
Q2 		$91.6K Buy
1,439
+2
+0.1% +$124 0.03% 211
2024
Q1 		$87.9K Sell
1,437
-402
-22% -$24.1K 0.03% 219
2023
Q4 		$108K Buy
1,839
+72
+4% +$4.09K 0.04% 190
2023
Q3 		$98.9K Sell
1,767
-943
-35% -$56.6K 0.05% 186
2023
Q2 		$163K Buy
2,710
+13
+0.5% +$809 0.07% 145
2023
Q1 		$167K Hold
2,697
– – 0.08% 139
2022
Q4 		$172K Buy
2,697
+25
+0.9% +$1.51K 0.09% 132
2022
Q3 		$150K Buy
2,672
+12
+0.5% +$746 0.08% 136
2022
Q2 		$167K Buy
2,660
+3
+0.1% +$190 0.09% 130
2022
Q1 		$165K Sell
2,657
-125
-4% -$7.6K 0.08% 144
2021
Q4 		$165K Buy
2,782
+8
+0.3% +$445 0.08% 136
2021
Q3 		$146K Buy
2,774
+19
+0.7% +$1.06K 0.07% 144
2021
Q2 		$149K Sell
2,755
-142,272
-98% -$7.74M 0.07% 146
2021
Q1 		$2.75M Buy
145,027
+142,471
+5,574% +$7.17M 0.14% 122
2020
Q4 		$140K Buy
2,556
+5
+0.2% +$259 0.08% 147
2020
Q3 		$126K Buy
2,551
+2
+0.1% +$96 0.08% 137
2020
Q2 		$114K Buy
2,549
+2
+0.1% +$92 0.08% 130
2020
Q1 		$113K Buy
2,547
+122
+5% +$6.59K 0.09% 108
2019
Q4 		$134K Buy
+2,425
New +$130K 0.09% 104

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

Financial Perspectives's KO Position: Q2 2026 in Review

Financial Perspectives increased its Coca-Cola (KO) stake by 0.08% in Q2 2026, buying an estimated $158 and bringing the position to 2,355 shares worth $191K. The position accounts for 0.05% of the portfolio, ranked #175.

Financial Perspectives first reported a position in KO in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.75M in Q1 2021. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Financial Perspectives held 2,355 shares of Coca-Cola worth $191K as of Q2 2026.
  • Financial Perspectives bought 2 Coca-Cola shares in Q2 2026, an estimated $158.
  • Coca-Cola made up 0.05% of Financial Perspectives's portfolio in Q2 2026, its #175 holding.
  • Financial Perspectives first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Coca-Cola position peaked at $2.75M in Q1 2021.
  • 3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.