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James J. Burns & Company’s Coca-Cola KO Stock Holding History

James J. Burns & Company’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 		$530K Buy
6,525
+3
+0% +$237 0.06% 104
2026
Q1 		$496K Sell
6,522
-650
-9% -$49.1K 0.07% 93
2025
Q4 		$501K Sell
7,172
-699
-9% -$48.7K 0.07% 96
2025
Q3 		$522K Sell
7,871
-200
-2% -$13.8K 0.08% 89
2025
Q2 		$571K Buy
8,071
+64
+0.8% +$4.56K 0.09% 82
2025
Q1 		$573K Sell
8,007
-205
-2% -$13.7K 0.1% 78
2024
Q4 		$511K Buy
8,212
+1,758
+27% +$115K 0.09% 86
2024
Q3 		$464K Sell
6,454
-90
-1% -$6.16K 0.08% 87
2024
Q2 		$417K Buy
6,544
+2,006
+44% +$124K 0.08% 84
2024
Q1 		$273K Sell
4,538
-1,300
-22% -$78.1K 0.1% 73
2023
Q4 		$343K Buy
+5,838
New +$332K 0.08% 88

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

James J. Burns & Company's KO Position: Q2 2026 in Review

James J. Burns & Company increased its Coca-Cola (KO) stake by 0.05% in Q2 2026, buying an estimated $237 and bringing the position to 6,525 shares worth $530K. The position accounts for 0.06% of the portfolio, ranked #104.

James J. Burns & Company first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $573K in Q1 2025. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • James J. Burns & Company held 6,525 shares of Coca-Cola worth $530K as of Q2 2026.
  • James J. Burns & Company bought 3 Coca-Cola shares in Q2 2026, an estimated $237.
  • Coca-Cola made up 0.06% of James J. Burns & Company's portfolio in Q2 2026, its #104 holding.
  • James J. Burns & Company first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • James J. Burns & Company's Coca-Cola position peaked at $573K in Q1 2025.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.