Kapstone Financial Advisors’s Coca-Cola KO Stock Holding History

Kapstone Financial 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	$1.14M	Buy	13,968 +5,105	+58%	+$403K	0.48%	42
2026 Q1	$674K	Buy	8,863 +624	+8%	+$47.2K	0.33%	54
2025 Q4	$576K	Buy	8,239 +627	+8%	+$43.7K	0.29%	55
2025 Q3	$505K	Sell	7,612 -72	-0.9%	-$4.96K	0.24%	58
2025 Q2	$544K	Hold	7,684	–	–	0.27%	55
2025 Q1	$550K	Hold	7,684	–	–	0.31%	54
2024 Q4	$483K	Hold	7,684	–	–	0.26%	61
2024 Q3	$552K	Hold	7,684	–	–	0.33%	54
2024 Q2	$489K	Buy	7,684 +448	+6%	+$27.7K	0.32%	56
2024 Q1	$443K	Buy	7,236 +59	+0.8%	+$3.54K	0.3%	61
2023 Q4	$425K	Sell	7,177 -307	-4%	-$17.4K	0.33%	58
2023 Q3	$419K	Sell	7,484 -187	-2%	-$11.2K	0.38%	53
2023 Q2	$474K	Buy	7,671 +108	+1%	+$6.72K	0.39%	55
2023 Q1	$478K	Sell	7,563 -180	-2%	-$10.9K	0.43%	53
2022 Q4	$467K	Buy	+7,743	New	+$467K	0.43%	50

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

Kapstone Financial Advisors's KO Position: Q2 2026 in Review

Kapstone Financial Advisors increased its Coca-Cola (KO) stake by 58% in Q2 2026, buying an estimated $403K and bringing the position to 13,968 shares worth $1.14M. The position accounts for 0.48% of the portfolio, ranked #42.

Kapstone Financial Advisors first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Kapstone Financial Advisors held 13,968 shares of Coca-Cola worth $1.14M as of Q2 2026.
Kapstone Financial Advisors bought 5,105 Coca-Cola shares in Q2 2026, an estimated $403K.
Coca-Cola made up 0.48% of Kapstone Financial Advisors's portfolio in Q2 2026, its #42 holding.
Kapstone Financial Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.