FORA Capital’s Coca-Cola KO Stock Holding History

FORA Capital’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	–	Sell	-17,929	Closed	-$1.36M	–	469
2026 Q1	$1.36M	Buy	+17,929	New	+$1.36M	0.1%	202
2025 Q4	–	Sell	-90,324	Closed	-$5.99M	–	559
2025 Q3	$5.99M	Buy	+90,324	New	+$6.22M	1.06%	15
2025 Q1	–	Sell	-20,872	Closed	-$1.3M	–	582
2024 Q4	$1.3M	Buy	+20,872	New	+$1.36M	0.15%	177
2024 Q1	–	Sell	-34,443	Closed	-$2.03M	–	501
2023 Q4	$2.03M	Sell	34,443 -57,136	-62%	-$3.25M	0.17%	158
2023 Q3	$5.13M	Buy	+91,579	New	+$5.49M	0.45%	60
2023 Q2	–	Sell	-84,765	Closed	-$5.26M	–	493
2023 Q1	$5.26M	Buy	+84,765	New	+$5.13M	0.53%	42
2022 Q4	–	Sell	-96,840	Closed	-$5.42M	–	577
2022 Q3	$5.42M	Buy	+96,840	New	+$6.02M	1.04%	16
2021 Q1	–	Sell	-12,606	Closed	-$691K	–	940
2020 Q4	$691K	Buy	+12,606	New	+$652K	0.11%	215
2020 Q2	–	Sell	-69,077	Closed	-$3.06M	–	1119
2020 Q1	$3.06M	Sell	69,077 -126,545	-65%	-$6.83M	0.66%	19
2019 Q4	$10.8M	Buy	+195,622	New	+$10.5M	1.09%	13

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

FORA Capital's KO Position: Q2 2026 in Review

FORA Capital sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 17,929 shares — an estimated $1.36M sold.

FORA Capital first reported a position in KO in Q4 2019 and held it in 10 quarters. The position peaked at $10.8M in Q4 2019. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

FORA Capital reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
FORA Capital sold 17,929 Coca-Cola shares in Q2 2026, an estimated $1.36M.
FORA Capital first reported a position in Coca-Cola in Q4 2019 and held it in 10 quarters.
FORA Capital's Coca-Cola position peaked at $10.8M in Q4 2019.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.