GLOBALT Investments’s Coca-Cola KO Stock Holding History

GLOBALT Investments’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	$8.58M	Sell	105,628 -2,165	-2%	-$171K	0.29%	45
2026 Q1	$8.2M	Sell	107,793 -4,135	-4%	-$313K	0.29%	45
2025 Q4	$7.82M	Sell	111,928 -2,571	-2%	-$179K	0.29%	48
2025 Q3	$7.59M	Buy	114,499 +6,862	+6%	+$472K	0.28%	46
2025 Q2	$7.62M	Sell	107,637 -4,644	-4%	-$331K	0.29%	44
2025 Q1	$8.04M	Buy	112,281 +762	+0.7%	+$50.9K	0.33%	40
2024 Q4	$6.94M	Sell	111,519 -1,583	-1%	-$103K	0.27%	47
2024 Q3	$8.13M	Sell	113,102 -4,186	-4%	-$287K	0.3%	35
2024 Q2	$7.47M	Sell	117,288 -1,571	-1%	-$97.2K	0.3%	42
2024 Q1	$7.27M	Sell	118,859 -2,047	-2%	-$123K	0.29%	45
2023 Q4	$7.13M	Buy	+120,906	New	+$6.87M	0.3%	42

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

GLOBALT Investments's KO Position: Q2 2026 in Review

GLOBALT Investments reduced its Coca-Cola (KO) stake by 2% in Q2 2026, selling an estimated $171K and leaving 105,628 shares worth $8.58M. The position accounts for 0.29% of the portfolio, ranked #45.

GLOBALT Investments first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

GLOBALT Investments held 105,628 shares of Coca-Cola worth $8.58M as of Q2 2026.
GLOBALT Investments sold 2,165 Coca-Cola shares in Q2 2026, an estimated $171K.
Coca-Cola made up 0.29% of GLOBALT Investments's portfolio in Q2 2026, its #45 holding.
GLOBALT Investments first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.