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FWL Investment Management’s Coca-Cola KO Stock Holding History

FWL Investment Management’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 		$796K Buy
9,792
+612
+7% +$48.3K 0.15% 69
2026
Q1 		$698K Buy
9,180
+8,932
+3,602% +$675K 0.15% 64
2025
Q4 		$17.3K Buy
+248
New +$17.3K ﹤0.01% 233
2025
Q3 		– Sell
-22
Closed -$1.56K – 363
2025
Q2 		$1.56K Buy
+22
New +$1.57K ﹤0.01% 302
2024
Q2 		– Sell
-105
Closed -$6.42K – 255
2024
Q1 		$6.42K Sell
105
-47
-31% -$2.82K ﹤0.01% 182
2023
Q4 		$8.96K Buy
+152
New +$8.63K 0.01% 164
2023
Q1 		– Sell
-111
Closed -$7.06K – 138
2022
Q4 		$7.06K Buy
+111
New +$6.7K 0.01% 145

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

FWL Investment Management's KO Position: Q2 2026 in Review

FWL Investment Management increased its Coca-Cola (KO) stake by 6.7% in Q2 2026, buying an estimated $48.3K and bringing the position to 9,792 shares worth $796K. The position accounts for 0.15% of the portfolio, ranked #69.

FWL Investment Management first reported a position in KO in Q4 2022 and has held it in 7 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • FWL Investment Management held 9,792 shares of Coca-Cola worth $796K as of Q2 2026.
  • FWL Investment Management bought 612 Coca-Cola shares in Q2 2026, an estimated $48.3K.
  • Coca-Cola made up 0.15% of FWL Investment Management's portfolio in Q2 2026, its #69 holding.
  • FWL Investment Management first reported a position in Coca-Cola in Q4 2022 and has held it in 7 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.