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Midway Capital Research & Management’s Coca-Cola KO Stock Holding History

Midway Capital Research & 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 		$146K Hold
1,800
– – 0.12% 55
2026
Q1 		$137K Buy
+1,800
New +$136K 0.13% 55

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

Midway Capital Research & Management's KO Position: Q2 2026 in Review

Midway Capital Research & Management held its Coca-Cola (KO) position steady in Q2 2026 at 1,800 shares worth $146K. The position accounts for 0.12% of the portfolio, ranked #55.

Midway Capital Research & Management first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,610 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Midway Capital Research & Management held 1,800 shares of Coca-Cola worth $146K as of Q2 2026.
  • Midway Capital Research & Management left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.12% of Midway Capital Research & Management's portfolio in Q2 2026, its #55 holding.
  • Midway Capital Research & Management first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
  • 3,610 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Midway Capital Research & Management's 13F filing for Q2 2026, filed 14 Jul 2026.