Palladiem’s Coca-Cola KO Stock Holding History

Palladiem’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	$191K	Sell	2,353 -524	-18%	-$41.4K	0.19%	55
2026 Q1	$225K	Buy	2,877 +6	+0.2%	+$454	0.21%	50
2025 Q4	$201K	Buy	+2,871	New	+$200K	0.19%	50
2023 Q3	$238K	Hold	4,244	–	–	0.26%	49
2023 Q2	$256K	Hold	4,244	–	–	0.26%	46
2023 Q1	$263K	Hold	4,244	–	–	0.28%	39
2022 Q4	$270K	Hold	4,244	–	–	0.28%	40
2022 Q3	$238K	Sell	4,244 -20	-0.5%	-$1.24K	0.25%	40
2022 Q2	$268K	Hold	4,264	–	–	0.27%	40
2022 Q1	$264K	Hold	4,264	–	–	0.23%	41
2021 Q4	$252K	Hold	4,264	–	–	0.2%	50
2021 Q3	$224K	Hold	4,264	–	–	0.18%	48
2021 Q2	$231K	Hold	4,264	–	–	0.19%	56
2021 Q1	$225K	Hold	4,264	–	–	0.2%	50
2020 Q4	$234K	Buy	+4,264	New	+$220K	0.22%	52
2015 Q3	$98K	Hold	2,443	–	–	0.15%	34
2015 Q2	$96K	Hold	2,443	–	–	0.08%	40
2015 Q1	$99K	Hold	2,443	–	–	0.08%	39
2014 Q4	$103K	Buy	+2,443	New	+$104K	0.08%	48

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 $3.38T AUM 44.17% 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

Palladiem's KO Position: Q2 2026 in Review

Palladiem reduced its Coca-Cola (KO) stake by 18% in Q2 2026, selling an estimated $41.4K and leaving 2,353 shares worth $191K. The position accounts for 0.19% of the portfolio, ranked #55.

Palladiem first reported a position in KO in Q4 2014 and has held it in 19 quarters since. The position peaked at $270K in Q4 2022. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Palladiem held 2,353 shares of Coca-Cola worth $191K as of Q2 2026.
Palladiem sold 524 Coca-Cola shares in Q2 2026, an estimated $41.4K.
Coca-Cola made up 0.19% of Palladiem's portfolio in Q2 2026, its #55 holding.
Palladiem first reported a position in Coca-Cola in Q4 2014 and has held it in 19 quarters since.
Palladiem's Coca-Cola position peaked at $270K in Q4 2022.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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