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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
Q2 		$1.89M Hold
23,305
– – 0.57% 28
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
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

Goepper Burkhardt's KO Position: Q2 2026 in Review

Goepper Burkhardt held its Coca-Cola (KO) position steady in Q2 2026 at 23,305 shares worth $1.89M. The position accounts for 0.57% of the portfolio, ranked #28.

Goepper Burkhardt first reported a position in KO in Q4 2020 and has held it in 23 quarters since. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Goepper Burkhardt held 23,305 shares of Coca-Cola worth $1.89M as of Q2 2026.
  • Goepper Burkhardt left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.57% of Goepper Burkhardt's portfolio in Q2 2026, its #28 holding.
  • Goepper Burkhardt first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.