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Orion Investment Company’s Coca-Cola KO Stock Holding History

Orion Investment Company’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 		$495K Buy
6,096
+13
+0.2% +$1.03K 0.14% 58
2026
Q1 		$463K Hold
6,083
– – 0.15% 56
2025
Q4 		$425K Hold
6,083
– – 0.13% 57
2025
Q3 		$403K Hold
6,083
– – 0.13% 60
2025
Q2 		$430K Hold
6,083
– – 0.15% 57
2025
Q1 		$436K Hold
6,083
– – 0.18% 53
2024
Q4 		$379K Buy
6,083
+1,000
+20% +$65.3K 0.15% 53
2024
Q3 		$365K Hold
5,083
– – 0.14% 54
2024
Q2 		$324K Buy
+5,083
New +$315K 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 $3.38T 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

Orion Investment Company's KO Position: Q2 2026 in Review

Orion Investment Company increased its Coca-Cola (KO) stake by 0.21% in Q2 2026, buying an estimated $1.03K and bringing the position to 6,096 shares worth $495K. The position accounts for 0.14% of the portfolio, ranked #58.

Orion Investment Company first reported a position in KO in Q2 2024 and has held it in 9 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Orion Investment Company held 6,096 shares of Coca-Cola worth $495K as of Q2 2026.
  • Orion Investment Company bought 13 Coca-Cola shares in Q2 2026, an estimated $1.03K.
  • Coca-Cola made up 0.14% of Orion Investment Company's portfolio in Q2 2026, its #58 holding.
  • Orion Investment Company first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Orion Investment Company's 13F filing for Q2 2026, filed 11 Aug 2026.