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Herold Advisors’s Coca-Cola KO Stock Holding History

Herold Advisors’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 		$559K Buy
6,898
+359
+5% +$28.4K 0.11% 170
2026
Q1 		$497K Buy
6,539
+40
+0.6% +$3.02K 0.11% 174
2025
Q4 		$454K Buy
6,499
+17
+0.3% +$1.19K 0.1% 176
2025
Q3 		$430K Sell
6,482
-1,290
-17% -$88.8K 0.1% 171
2025
Q2 		$550K Buy
7,772
+643
+9% +$45.8K 0.12% 179
2025
Q1 		$511K Sell
7,129
-368
-5% -$24.6K 0.11% 178
2024
Q4 		$467K Buy
7,497
+218
+3% +$14.2K 0.1% 188
2024
Q3 		$523K Sell
7,279
-18
-0.2% -$1.23K 0.11% 184
2024
Q2 		$465K Buy
7,297
+11
+0.2% +$681 0.11% 188
2024
Q1 		$446K Buy
7,286
+868
+14% +$52.1K 0.11% 191
2023
Q4 		$378K Sell
6,418
-587
-8% -$33.3K 0.1% 187
2023
Q3 		$392K Sell
7,005
-143
-2% -$8.58K 0.12% 180
2023
Q2 		$430K Sell
7,148
-1,004
-12% -$62.5K 0.13% 167
2023
Q1 		$506K Buy
8,152
+621
+8% +$37.6K 0.17% 141
2022
Q4 		$479K Buy
7,531
+337
+5% +$20.3K 0.2% 116
2022
Q3 		$403K Buy
7,194
+10
+0.1% +$622 0.19% 125
2022
Q2 		$451K Buy
7,184
+6
+0.1% +$380 0.2% 123
2022
Q1 		$445K Buy
7,178
+500
+7% +$30.4K 0.16% 137
2021
Q4 		$395K Sell
6,678
-587
-8% -$32.7K 0.15% 144
2021
Q3 		$381K Buy
+7,265
New +$405K 0.15% 146

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

Herold Advisors's KO Position: Q2 2026 in Review

Herold Advisors increased its Coca-Cola (KO) stake by 5.5% in Q2 2026, buying an estimated $28.4K and bringing the position to 6,898 shares worth $559K. The position accounts for 0.11% of the portfolio, ranked #170.

Herold Advisors first reported a position in KO in Q3 2021 and has held it in 20 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Herold Advisors held 6,898 shares of Coca-Cola worth $559K as of Q2 2026.
  • Herold Advisors bought 359 Coca-Cola shares in Q2 2026, an estimated $28.4K.
  • Coca-Cola made up 0.11% of Herold Advisors's portfolio in Q2 2026, its #170 holding.
  • Herold Advisors first reported a position in Coca-Cola in Q3 2021 and has held it in 20 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.