Kestra Investment Management
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Kestra Investment Management’s Coca-Cola KO Stock Holding History

Kestra Investment 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 		$1.15M Sell
14,165
-340
-2% -$26.9K 0.02% 208
2026
Q1 		$1.1M Buy
14,505
+10,071
+227% +$761K 0.02% 196
2025
Q4 		$310K Sell
4,434
-2,064
-32% -$144K 0.01% 362
2025
Q3 		$431K Sell
6,498
-9,475
-59% -$652K 0.01% 300
2025
Q2 		$1.13M Buy
15,973
+184
+1% +$13.1K 0.03% 169
2025
Q1 		$1.13M Buy
15,789
+605
+4% +$40.4K 0.04% 153
2024
Q4 		$945K Buy
15,184
+79
+0.5% +$5.16K 0.04% 141
2024
Q3 		$1.09M Buy
+15,105
New +$1.03M 0.05% 114

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

Kestra Investment Management's KO Position: Q2 2026 in Review

Kestra Investment Management reduced its Coca-Cola (KO) stake by 2.3% in Q2 2026, selling an estimated $26.9K and leaving 14,165 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #208.

Kestra Investment Management first reported a position in KO in Q3 2024 and has held it in 8 quarters since. 3,651 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Kestra Investment Management held 14,165 shares of Coca-Cola worth $1.15M as of Q2 2026.
  • Kestra Investment Management sold 340 Coca-Cola shares in Q2 2026, an estimated $26.9K.
  • Coca-Cola made up 0.02% of Kestra Investment Management's portfolio in Q2 2026, its #208 holding.
  • Kestra Investment Management first reported a position in Coca-Cola in Q3 2024 and has held it in 8 quarters since.
  • 3,651 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.