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iSAM Funds (UK)’s Coca-Cola KO Stock Holding History

iSAM Funds (UK)’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 		$2.02M Buy
+24,900
New +$1.97M 1.43% 6
2025
Q3 		– Sell
-68,768
Closed -$4.87M – 731
2025
Q2 		$4.87M Buy
+68,768
New +$4.9M 1.07% 6
2024
Q4 		– Sell
-13,750
Closed -$988K – 341
2024
Q3 		$988K Buy
+13,750
New +$942K 0.56% 48
2024
Q1 		– Sell
-22,724
Closed -$1.34M – 304
2023
Q4 		$1.34M Buy
+22,724
New +$1.29M 0.96% 29
2023
Q3 		– Sell
-33,181
Closed -$2M – 292
2023
Q2 		$2M Buy
+33,181
New +$2.06M 1.79% 3

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

iSAM Funds (UK)'s KO Position: Q2 2026 in Review

iSAM Funds (UK) opened a new position in Coca-Cola (KO) in Q2 2026: 24,900 shares worth $2.02M. The stake represents 1.43% of the portfolio and ranks #6 among its holdings. This is a return to the name: iSAM Funds (UK) previously reported a position in KO as recently as Q2 2025.

iSAM Funds (UK) first reported a position in KO in Q2 2023 and has held it in 5 quarters since. The position peaked at $4.87M in Q2 2025. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • iSAM Funds (UK) held 24,900 shares of Coca-Cola worth $2.02M as of Q2 2026.
  • Coca-Cola was a new iSAM Funds (UK) position in Q2 2026.
  • Coca-Cola made up 1.43% of iSAM Funds (UK)'s portfolio in Q2 2026, its #6 holding.
  • iSAM Funds (UK) first reported a position in Coca-Cola in Q2 2023 and has held it in 5 quarters since.
  • iSAM Funds (UK)'s Coca-Cola position peaked at $4.87M in Q2 2025.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.