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Interchange Capital Partners’s Coca-Cola KO Stock Holding History

Interchange Capital Partners’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 		$892K Buy
10,975
+3,619
+49% +$286K 0.17% 126
2026
Q1 		$531K Sell
7,356
-14,298
-66% -$1.08M 0.17% 135
2025
Q4 		$1.51M Buy
21,654
+11,510
+113% +$802K 0.28% 74
2025
Q3 		$673K Buy
10,144
+2,550
+34% +$176K 0.13% 139
2025
Q2 		$537K Buy
7,594
+157
+2% +$11.2K 0.12% 146
2025
Q1 		$533K Sell
7,437
-336
-4% -$22.4K 0.15% 132
2024
Q4 		$484K Sell
7,773
-686
-8% -$44.8K 0.17% 133
2024
Q3 		$608K Sell
8,459
-436
-5% -$29.9K 0.21% 114
2024
Q2 		$566K Buy
8,895
+3,310
+59% +$205K 0.21% 123
2024
Q1 		$341K Sell
5,585
-36
-0.6% -$2.16K 0.23% 105
2023
Q4 		$331K Sell
5,621
-811
-13% -$46.1K 0.25% 100
2023
Q3 		$360K Sell
6,432
-3,278
-34% -$197K 0.29% 84
2023
Q2 		$587K Buy
9,710
+219
+2% +$13.6K 0.45% 60
2023
Q1 		$592K Buy
9,491
+5,319
+127% +$322K 0.32% 80
2022
Q4 		$265K Sell
4,172
-2,394
-36% -$145K 0.27% 90
2022
Q3 		$367K Sell
6,566
-86
-1% -$5.34K 0.4% 69
2022
Q2 		$418K Sell
6,652
-400
-6% -$25.4K 0.47% 62
2022
Q1 		$437K Sell
7,052
-1,220
-15% -$74.2K 0.45% 76
2021
Q4 		$489K Buy
+8,272
New +$461K 0.49% 69
2021
Q2 		– Sell
-12,440
Closed -$714K – 163
2021
Q1 		$714K Sell
12,440
-1,586
-11% -$79.8K 0.39% 86
2020
Q4 		$769K Buy
+14,026
New +$725K 0.42% 59

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

Interchange Capital Partners's KO Position: Q2 2026 in Review

Interchange Capital Partners increased its Coca-Cola (KO) stake by 49% in Q2 2026, buying an estimated $286K and bringing the position to 10,975 shares worth $892K. The position accounts for 0.17% of the portfolio, ranked #126.

Interchange Capital Partners first reported a position in KO in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.51M in Q4 2025. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Interchange Capital Partners held 10,975 shares of Coca-Cola worth $892K as of Q2 2026.
  • Interchange Capital Partners bought 3,619 Coca-Cola shares in Q2 2026, an estimated $286K.
  • Coca-Cola made up 0.17% of Interchange Capital Partners's portfolio in Q2 2026, its #126 holding.
  • Interchange Capital Partners first reported a position in Coca-Cola in Q4 2020 and has held it in 21 quarters since.
  • Interchange Capital Partners's Coca-Cola position peaked at $1.51M in Q4 2025.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.