Modus Advisors’s Coca-Cola KO Stock Holding History

Modus Advisors’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	$2.58M	Buy	31,749 +565	+2%	+$44.6K	0.64%	53
2026 Q1	$2.37M	Buy	31,184 +14,005	+82%	+$1.06M	0.65%	56
2025 Q4	$1.2M	Buy	+17,179	New	+$1.2M	0.32%	74
2025 Q1	–	Sell	-1,978	Closed	-$123K	–	213
2024 Q4	$123K	Buy	+1,978	New	+$129K	0.04%	119
2021 Q3	–	Sell	-2,214	Closed	-$120K	–	173
2021 Q2	$120K	Buy	+2,214	New	+$120K	0.05%	112
2020 Q3	–	Sell	-266	Closed	-$12K	–	154
2020 Q2	$12K	Buy	+266	New	+$12.3K	0.01%	166

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

Modus Advisors's KO Position: Q2 2026 in Review

Modus Advisors increased its Coca-Cola (KO) stake by 1.8% in Q2 2026, buying an estimated $44.6K and bringing the position to 31,749 shares worth $2.58M. The position accounts for 0.64% of the portfolio, ranked #53.

Modus Advisors first reported a position in KO in Q2 2020 and has held it in 6 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Modus Advisors held 31,749 shares of Coca-Cola worth $2.58M as of Q2 2026.
Modus Advisors bought 565 Coca-Cola shares in Q2 2026, an estimated $44.6K.
Coca-Cola made up 0.64% of Modus Advisors's portfolio in Q2 2026, its #53 holding.
Modus Advisors first reported a position in Coca-Cola in Q2 2020 and has held it in 6 quarters since.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.