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Havemeyer Place’s Coca-Cola KO Stock Holding History

Havemeyer Place’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 		$1.44M Sell
17,690
-23,543
-57% -$1.86M 0.14% 242
2026
Q1 		$3.14M Buy
+41,233
New +$3.12M 0.36% 75

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

Havemeyer Place's KO Position: Q2 2026 in Review

Havemeyer Place reduced its Coca-Cola (KO) stake by 57% in Q2 2026, selling an estimated $1.86M and leaving 17,690 shares worth $1.44M. The position accounts for 0.14% of the portfolio, ranked #242.

Havemeyer Place first reported a position in KO in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.14M in Q1 2026. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Havemeyer Place held 17,690 shares of Coca-Cola worth $1.44M as of Q2 2026.
  • Havemeyer Place sold 23,543 Coca-Cola shares in Q2 2026, an estimated $1.86M.
  • Coca-Cola made up 0.14% of Havemeyer Place's portfolio in Q2 2026, its #242 holding.
  • Havemeyer Place first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
  • Havemeyer Place's Coca-Cola position peaked at $3.14M in Q1 2026.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.