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O'Rourke & Company’s Coca-Cola KO Stock Holding History

O'Rourke & 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 		$142K Sell
17,645
-185
-1% -$14.6K 0.05% 173
2026
Q1 		$1.36M Buy
17,830
+496
+3% +$37.5K 0.54% 47
2025
Q4 		$1.21M Buy
17,334
+245
+1% +$17.1K 0.47% 51
2025
Q3 		$1.13M Hold
17,089
– – 0.47% 48
2025
Q2 		$1.21M Sell
17,089
-4
-0% -$285 0.56% 44
2025
Q1 		$1.22M Sell
17,093
-856
-5% -$57.2K 0.61% 38
2024
Q4 		$1.12M Sell
17,949
-808
-4% -$52.7K 0.55% 42
2024
Q3 		$1.35M Buy
18,757
+248
+1% +$17K 0.67% 33
2024
Q2 		$1.18M Sell
18,509
-34
-0.2% -$2.1K 0.66% 33
2024
Q1 		$1.13M Buy
18,543
+173
+0.9% +$10.4K 0.66% 37
2023
Q4 		$1.08M Buy
18,370
+8
+0% +$454 0.7% 33
2023
Q3 		$1.03M Buy
18,362
+5
+0% +$300 0.75% 32
2023
Q2 		$1.1M Buy
18,357
+19
+0.1% +$1.18K 0.77% 31
2023
Q1 		$1.14M Buy
18,338
+31
+0.2% +$1.88K 0.87% 30
2022
Q4 		$1.17M Buy
18,307
+358
+2% +$21.6K 0.92% 29
2022
Q3 		$1.01M Buy
17,949
+204
+1% +$12.7K 0.88% 31
2022
Q2 		$1.12M Sell
17,745
-612
-3% -$38.8K 0.95% 32
2022
Q1 		$1.14M Buy
18,357
+618
+3% +$37.6K 0.78% 33
2021
Q4 		$1.05M Buy
+17,739
New +$988K 0.7% 35

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

O'Rourke & Company's KO Position: Q2 2026 in Review

O'Rourke & Company reduced its Coca-Cola (KO) stake by 1% in Q2 2026, selling an estimated $14.6K and leaving 17,645 shares worth $142K. The position accounts for 0.05% of the portfolio, ranked #173.

O'Rourke & Company first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.36M in Q1 2026. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • O'Rourke & Company held 17,645 shares of Coca-Cola worth $142K as of Q2 2026.
  • O'Rourke & Company sold 185 Coca-Cola shares in Q2 2026, an estimated $14.6K.
  • Coca-Cola made up 0.05% of O'Rourke & Company's portfolio in Q2 2026, its #173 holding.
  • O'Rourke & Company first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • O'Rourke & Company's Coca-Cola position peaked at $1.36M in Q1 2026.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.