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Fountainhead AM’s Coca-Cola KO Stock Holding History

Fountainhead AM’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 		$546K Buy
6,723
+1,690
+34% +$133K 0.41% 50
2026
Q1 		$383K Buy
5,033
+1,618
+47% +$122K 0.34% 55
2025
Q4 		$239K Sell
3,415
-3,307
-49% -$231K 0.35% 54
2025
Q3 		$446K Buy
6,722
+162
+2% +$11.2K 0.06% 130
2025
Q2 		$464K Buy
6,560
+510
+8% +$36.3K 0.07% 121
2025
Q1 		$433K Buy
6,050
+1,041
+21% +$69.5K 0.07% 105
2024
Q4 		$312K Buy
5,009
+990
+25% +$64.6K 0.06% 121
2024
Q3 		$289K Buy
4,019
+47
+1% +$3.22K 0.06% 111
2024
Q2 		$253K Buy
3,972
+139
+4% +$8.6K 0.06% 110
2024
Q1 		$235K Buy
3,833
+38
+1% +$2.28K 0.06% 118
2023
Q4 		$224K Buy
3,795
+205
+6% +$11.6K 0.06% 107
2023
Q3 		$201K Buy
3,590
+220
+7% +$13.2K 0.07% 88
2023
Q2 		$203K Buy
+3,370
New +$210K 0.07% 80

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 $3.38T AUM 44.17% 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

Fountainhead AM's KO Position: Q2 2026 in Review

Fountainhead AM increased its Coca-Cola (KO) stake by 34% in Q2 2026, buying an estimated $133K and bringing the position to 6,723 shares worth $546K. The position accounts for 0.41% of the portfolio, ranked #50.

Fountainhead AM first reported a position in KO in Q2 2023 and has held it in 13 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Fountainhead AM held 6,723 shares of Coca-Cola worth $546K as of Q2 2026.
  • Fountainhead AM bought 1,690 Coca-Cola shares in Q2 2026, an estimated $133K.
  • Coca-Cola made up 0.41% of Fountainhead AM's portfolio in Q2 2026, its #50 holding.
  • Fountainhead AM first reported a position in Coca-Cola in Q2 2023 and has held it in 13 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.