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Foster Dykema Cabot & Partners’s Coca-Cola KO Stock Holding History

Foster Dykema Cabot & Partners’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 		$977K Sell
11,938
-103
-0.9% -$8.13K 0.06% 51
2026
Q1 		$922K Sell
12,041
-186
-2% -$14.1K 0.06% 51
2025
Q4 		$855K Sell
12,227
-2,758
-18% -$192K 0.05% 55
2025
Q3 		$1M Buy
14,985
+2,335
+18% +$161K 0.07% 55
2025
Q2 		$901K Buy
12,650
+1,282
+11% +$91.3K 0.06% 54
2025
Q1 		$820K Sell
11,368
-73
-0.6% -$4.88K 0.07% 53
2024
Q4 		$712K Sell
11,441
-546
-5% -$35.6K 0.06% 64
2024
Q3 		$867K Hold
11,987
– – 0.07% 54
2024
Q2 		$769K Buy
11,987
+219
+2% +$13.6K 0.07% 47
2024
Q1 		$726K Sell
11,768
-69
-0.6% -$4.14K 0.07% 47
2023
Q4 		$698K Buy
+11,837
New +$672K 0.07% 48

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

Foster Dykema Cabot & Partners's KO Position: Q2 2026 in Review

Foster Dykema Cabot & Partners reduced its Coca-Cola (KO) stake by 0.86% in Q2 2026, selling an estimated $8.13K and leaving 11,938 shares worth $977K. The position accounts for 0.06% of the portfolio, ranked #51.

Foster Dykema Cabot & Partners first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1M in Q3 2025. 3,635 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Foster Dykema Cabot & Partners held 11,938 shares of Coca-Cola worth $977K as of Q2 2026.
  • Foster Dykema Cabot & Partners sold 103 Coca-Cola shares in Q2 2026, an estimated $8.13K.
  • Coca-Cola made up 0.06% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #51 holding.
  • Foster Dykema Cabot & Partners first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • Foster Dykema Cabot & Partners's Coca-Cola position peaked at $1M in Q3 2025.
  • 3,635 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.