Goepper Burkhardt’s Coca-Cola KO Stock Holding History

Goepper Burkhardt’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 Q1	$1.77M	Sell	23,305 -1,686	-7%	-$127K	0.59%	27
2025 Q4	$1.75M	Hold	24,991	–	–	0.57%	27
2025 Q3	$1.66M	Sell	24,991 -107	-0.4%	-$7.37K	0.56%	25
2025 Q2	$1.78M	Buy	25,098 +932	+4%	+$66.4K	0.65%	25
2025 Q1	$1.73M	Buy	24,166 +75	+0.3%	+$5.01K	0.69%	25
2024 Q4	$1.5M	Sell	24,091 -1,236	-5%	-$80.7K	0.61%	26
2024 Q3	$1.82M	Hold	25,327	–	–	0.75%	24
2024 Q2	$1.61M	Hold	25,327	–	–	0.73%	23
2024 Q1	$1.6M	Sell	25,327 -200	-0.8%	-$12K	0.75%	23
2023 Q4	$1.52M	Sell	25,527 -38	-0.1%	-$2.16K	0.76%	22
2023 Q3	$1.43M	Hold	25,565	–	–	0.87%	20
2023 Q2	$1.54M	Buy	25,565 +38	+0.1%	+$2.36K	0.93%	19
2023 Q1	$1.58M	Sell	25,527 -100	-0.4%	-$6.05K	1.04%	19
2022 Q4	$1.63M	Buy	25,627 +306	+1%	+$18.5K	1.14%	18
2022 Q3	$1.42M	Hold	25,321	–	–	1.05%	17
2022 Q2	$1.59M	Hold	25,321	–	–	1.12%	17
2022 Q1	$1.57M	Buy	25,321 +980	+4%	+$59.6K	0.95%	19
2021 Q4	$1.44M	Hold	24,341	–	–	0.86%	18
2021 Q3	$1.28M	Hold	24,341	–	–	0.81%	20
2021 Q2	$1.32M	Buy	24,341 +1,736	+8%	+$94.5K	0.83%	20
2021 Q1	$1.19M	Buy	22,605 +2,005	+10%	+$101K	0.81%	19
2020 Q4	$1.13M	Buy	+20,600	New	+$1.07M	0.82%	18

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goepper Burkhardt's KO Position: Q1 2026 in Review

Goepper Burkhardt reduced its Coca-Cola (KO) stake by 6.7% in Q1 2026, selling an estimated $127K and leaving 23,305 shares worth $1.77M. The position accounts for 0.59% of the portfolio, ranked #27.

Goepper Burkhardt first reported a position in KO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.82M in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Goepper Burkhardt held 23,305 shares of Coca-Cola worth $1.77M as of Q1 2026.
Goepper Burkhardt sold 1,686 Coca-Cola shares in Q1 2026, an estimated $127K.
Coca-Cola made up 0.59% of Goepper Burkhardt's portfolio in Q1 2026, its #27 holding.
Goepper Burkhardt first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
Goepper Burkhardt's Coca-Cola position peaked at $1.82M in Q3 2024.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.