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Objective Capital Management’s Coca-Cola KO Stock Holding History

Objective Capital 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 		– Sell
-2,724
Closed -$207K – 106
2026
Q1 		$207K Buy
+2,724
New +$206K 0.21% 92
2025
Q1 		– Sell
-4,849
Closed -$302K – 115
2024
Q4 		$302K Sell
4,849
-703
-13% -$45.9K 0.2% 102
2024
Q3 		$399K Buy
+5,552
New +$380K 0.23% 93
2024
Q1 		$351K Sell
5,742
-263
-4% -$15.8K 0.24% 90
2023
Q4 		$354K Sell
6,005
-262
-4% -$14.9K 0.27% 80
2023
Q3 		$351K Sell
6,267
-253
-4% -$15.2K 0.31% 68
2023
Q2 		$393K Buy
6,520
+283
+5% +$17.6K 0.34% 64
2023
Q1 		$387K Buy
6,237
+517
+9% +$31.3K 0.35% 62
2022
Q4 		$364K Buy
5,720
+462
+9% +$27.9K 0.36% 64
2022
Q3 		$295K Sell
5,258
-36
-0.7% -$2.24K 0.31% 68
2022
Q2 		$333K Buy
5,294
+156
+3% +$9.89K 0.34% 69
2022
Q1 		$319K Hold
5,138
– – 0.25% 85
2021
Q4 		$304K Buy
+5,138
New +$286K 0.22% 86

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

Objective Capital Management's KO Position: Q2 2026 in Review

Objective Capital Management sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 2,724 shares — an estimated $207K sold.

Objective Capital Management first reported a position in KO in Q4 2021 and held it in 13 quarters. The position peaked at $399K in Q3 2024. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Objective Capital Management reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Objective Capital Management sold 2,724 Coca-Cola shares in Q2 2026, an estimated $207K.
  • Objective Capital Management first reported a position in Coca-Cola in Q4 2021 and held it in 13 quarters.
  • Objective Capital Management's Coca-Cola position peaked at $399K in Q3 2024.
  • 3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.