Operose Advisors’s Coca-Cola KO Stock Holding History

Operose 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	$126K	Sell	1,555 -428	-22%	-$33.8K	0.02%	211
2026 Q1	$151K	Buy	1,983 +461	+30%	+$34.9K	0.04%	174
2025 Q4	$106K	Hold	1,522	–	–	0.02%	207
2025 Q3	$101K	Hold	1,522	–	–	0.03%	199
2025 Q2	$108K	Hold	1,522	–	–	0.03%	176
2025 Q1	$109K	Hold	1,522	–	–	0.04%	164
2024 Q4	$94.8K	Sell	1,522 -1,350	-47%	-$88.1K	0.03%	172
2024 Q3	$206K	Buy	2,872 +92	+3%	+$6.3K	0.07%	138
2024 Q2	$177K	Sell	2,780 -31	-1%	-$1.92K	0.06%	144
2024 Q1	$172K	Hold	2,811	–	–	0.06%	167
2023 Q4	$166K	Sell	2,811 -927	-25%	-$52.7K	0.07%	125
2023 Q3	$209K	Buy	3,738 +2,338	+167%	+$140K	0.08%	121
2023 Q2	$84.3K	Hold	1,400	–	–	0.04%	134
2023 Q1	$86.8K	Sell	1,400 -135	-9%	-$8.17K	0.04%	126
2022 Q4	$97.6K	Sell	1,535 -629	-29%	-$38K	0.05%	112
2022 Q3	$121K	Hold	2,164	–	–	0.08%	89
2022 Q2	$136K	Hold	2,164	–	–	0.1%	75
2022 Q1	$134K	Buy	2,164 +135	+7%	+$8.21K	0.09%	89
2021 Q4	$120K	Buy	+2,029	New	+$113K	0.1%	89

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

Operose Advisors's KO Position: Q2 2026 in Review

Operose Advisors reduced its Coca-Cola (KO) stake by 22% in Q2 2026, selling an estimated $33.8K and leaving 1,555 shares worth $126K. The position accounts for 0.02% of the portfolio, ranked #211.

Operose Advisors first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $209K in Q3 2023. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Operose Advisors held 1,555 shares of Coca-Cola worth $126K as of Q2 2026.
Operose Advisors sold 428 Coca-Cola shares in Q2 2026, an estimated $33.8K.
Coca-Cola made up 0.02% of Operose Advisors's portfolio in Q2 2026, its #211 holding.
Operose Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
Operose Advisors's Coca-Cola position peaked at $209K in Q3 2023.
3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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