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Kendall Capital Management’s Coca-Cola KO Stock Holding History

Kendall Capital 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 		$351K Hold
4,319
– – 0.06% 191
2026
Q1 		$328K Buy
+4,319
New +$327K 0.07% 186
2025
Q4 		– Sell
-3,019
Closed -$200K – 237
2025
Q3 		$200K Buy
+3,019
New +$208K 0.05% 225

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

Kendall Capital Management's KO Position: Q2 2026 in Review

Kendall Capital Management held its Coca-Cola (KO) position steady in Q2 2026 at 4,319 shares worth $351K. The position accounts for 0.06% of the portfolio, ranked #191.

Kendall Capital Management first reported a position in KO in Q3 2025 and has held it in 3 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Kendall Capital Management held 4,319 shares of Coca-Cola worth $351K as of Q2 2026.
  • Kendall Capital Management left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.06% of Kendall Capital Management's portfolio in Q2 2026, its #191 holding.
  • Kendall Capital Management first reported a position in Coca-Cola in Q3 2025 and has held it in 3 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Kendall Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.