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Measured Risk Portfolios’s Coca-Cola KO Stock Holding History

Measured Risk Portfolios’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 		$1.93M Sell
23,747
-1,564
-6% -$124K 1.72% 25
2026
Q1 		$1.92M Sell
25,311
-855
-3% -$64.6K 2.11% 22
2025
Q4 		$1.83M Sell
26,166
-155
-0.6% -$10.8K 1.81% 23
2025
Q3 		$1.75M Buy
26,321
+482
+2% +$33.2K 1.63% 30
2025
Q2 		$1.83M Sell
25,839
-455
-2% -$32.4K 1.77% 24
2025
Q1 		$1.88M Sell
26,294
-1,329
-5% -$88.8K 2.02% 26
2024
Q4 		$1.72M Buy
+27,623
New +$1.8M 1.8% 26

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

Measured Risk Portfolios's KO Position: Q2 2026 in Review

Measured Risk Portfolios reduced its Coca-Cola (KO) stake by 6.2% in Q2 2026, selling an estimated $124K and leaving 23,747 shares worth $1.93M. The position accounts for 1.72% of the portfolio, ranked #25.

Measured Risk Portfolios first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Measured Risk Portfolios held 23,747 shares of Coca-Cola worth $1.93M as of Q2 2026.
  • Measured Risk Portfolios sold 1,564 Coca-Cola shares in Q2 2026, an estimated $124K.
  • Coca-Cola made up 1.72% of Measured Risk Portfolios's portfolio in Q2 2026, its #25 holding.
  • Measured Risk Portfolios first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Measured Risk Portfolios's 13F filing for Q2 2026, filed 12 Aug 2026.