Kagan Cocozza Asset Management’s Coca-Cola KO Stock Holding History

Kagan Cocozza Asset Management’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	$797K	Sell	9,802 -101	-1%	-$7.98K	0.5%	31
2026 Q1	$753K	Sell	9,903 -971	-9%	-$73.4K	0.53%	33
2025 Q4	$760K	Buy	10,874 +211	+2%	+$14.7K	0.54%	32
2025 Q3	$707K	Sell	10,663 -465	-4%	-$32K	0.54%	35
2025 Q2	$787K	Sell	11,128 -784	-7%	-$55.8K	0.6%	32
2025 Q1	$853K	Buy	11,912 +548	+5%	+$36.6K	0.7%	28
2024 Q4	$708K	Buy	+11,364	New	+$742K	0.59%	36

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kagan Cocozza Asset Management's KO Position: Q2 2026 in Review

Kagan Cocozza Asset Management reduced its Coca-Cola (KO) stake by 1% in Q2 2026, selling an estimated $7.98K and leaving 9,802 shares worth $797K. The position accounts for 0.5% of the portfolio, ranked #31.

Kagan Cocozza Asset Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $853K in Q1 2025. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Kagan Cocozza Asset Management held 9,802 shares of Coca-Cola worth $797K as of Q2 2026.
Kagan Cocozza Asset Management sold 101 Coca-Cola shares in Q2 2026, an estimated $7.98K.
Coca-Cola made up 0.5% of Kagan Cocozza Asset Management's portfolio in Q2 2026, its #31 holding.
Kagan Cocozza Asset Management first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
Kagan Cocozza Asset Management's Coca-Cola position peaked at $853K in Q1 2025.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.