Luken Investment Analytics’s Coca-Cola KO Stock Holding History

Luken Investment Analytics’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	$146K	Hold	1,800	–	–	0.05%	70
2026 Q1	$137K	Sell	1,800 -149	-8%	-$11.3K	0.05%	63
2025 Q4	$136K	Buy	1,949 +149	+8%	+$10.4K	0.05%	62
2025 Q3	$119K	Hold	1,800	–	–	0.05%	64
2025 Q2	$127K	Hold	1,800	–	–	0.06%	61
2025 Q1	$129K	Sell	1,800 -350	-16%	-$23.4K	0.06%	63
2024 Q4	$134K	Buy	2,150 +350	+19%	+$22.8K	0.06%	57
2024 Q3	$129K	Hold	1,800	–	–	0.06%	57
2024 Q2	$115K	Hold	1,800	–	–	0.06%	60
2024 Q1	$110K	Hold	1,800	–	–	0.06%	56
2023 Q4	$106K	Hold	1,800	–	–	0.06%	56
2023 Q3	$101K	Hold	1,800	–	–	0.06%	58
2023 Q2	$108K	Hold	1,800	–	–	0.06%	52
2023 Q1	$112K	Sell	1,800 -200	-10%	-$12.1K	0.07%	51
2022 Q4	$127K	Buy	+2,000	New	+$121K	0.08%	49
2020 Q4	$99K	Buy	+1,800	New	+$93.1K	0.07%	39

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 $3.37T AUM 44.26% 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

Luken Investment Analytics's KO Position: Q2 2026 in Review

Luken Investment Analytics held its Coca-Cola (KO) position steady in Q2 2026 at 1,800 shares worth $146K. The position accounts for 0.05% of the portfolio, ranked #70.

Luken Investment Analytics first reported a position in KO in Q4 2020 and has held it in 16 quarters since. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Luken Investment Analytics held 1,800 shares of Coca-Cola worth $146K as of Q2 2026.
Luken Investment Analytics left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.05% of Luken Investment Analytics's portfolio in Q2 2026, its #70 holding.
Luken Investment Analytics first reported a position in Coca-Cola in Q4 2020 and has held it in 16 quarters since.
3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.