Forum Finance Group’s Coca-Cola KO Stock Holding History

Forum Finance Group’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	$165K	Hold	2,520	–	–	0.06%	160
2026 Q1	$153K	Buy	+2,520	New	+$191K	0.08%	146

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

Forum Finance Group's KO Position: Q2 2026 in Review

Forum Finance Group held its Coca-Cola (KO) position steady in Q2 2026 at 2,520 shares worth $165K. The position accounts for 0.06% of the portfolio, ranked #160.

Forum Finance Group first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Forum Finance Group held 2,520 shares of Coca-Cola worth $165K as of Q2 2026.
Forum Finance Group left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.06% of Forum Finance Group's portfolio in Q2 2026, its #160 holding.
Forum Finance Group first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.