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Freestone Grove Partners’s Coca-Cola KO Stock Holding History

Freestone Grove 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 		$132K Buy
+1,619
New +$128K ﹤0.01% 830
2026
Q1 		– Sell
-557,270
Closed -$39M – 1092
2025
Q4 		$39M Buy
+557,270
New +$38.8M 0.28% 112
2025
Q1 		– Sell
-792,052
Closed -$49.3M – 699
2024
Q4 		$49.3M Buy
+792,052
New +$51.7M 0.6% 47

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

Freestone Grove Partners's KO Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Coca-Cola (KO) in Q2 2026: 1,619 shares worth $132K. The stake represents ﹤0.01% of the portfolio and ranks #830 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in KO as recently as Q4 2025.

Freestone Grove Partners first reported a position in KO in Q4 2024 and has held it in 3 quarters since. The position peaked at $49.3M in Q4 2024. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Freestone Grove Partners held 1,619 shares of Coca-Cola worth $132K as of Q2 2026.
  • Coca-Cola was a new Freestone Grove Partners position in Q2 2026.
  • Coca-Cola made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #830 holding.
  • Freestone Grove Partners first reported a position in Coca-Cola in Q4 2024 and has held it in 3 quarters since.
  • Freestone Grove Partners's Coca-Cola position peaked at $49.3M in Q4 2024.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.