Peak Asset Management’s Coca-Cola KO Stock Holding History

Peak Asset 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	$911K	Sell	11,215 -372	-3%	-$29.4K	0.13%	90
2026 Q1	$881K	Buy	11,587 +19	+0.2%	+$1.44K	0.16%	77
2025 Q4	$809K	Sell	11,568 -2,349	-17%	-$164K	0.14%	79
2025 Q3	$923K	Hold	13,917	–	–	0.16%	74
2025 Q2	$985K	Buy	13,917 +604	+5%	+$43K	0.18%	72
2025 Q1	$953K	Hold	13,313	–	–	0.18%	73
2024 Q4	$829K	Sell	13,313 -1,594	-11%	-$104K	0.15%	76
2024 Q3	$1.07M	Hold	14,907	–	–	0.2%	73
2024 Q2	$949K	Hold	14,907	–	–	0.19%	74
2024 Q1	$912K	Hold	14,907	–	–	0.18%	77
2023 Q4	$878K	Hold	14,907	–	–	0.19%	76
2023 Q3	$834K	Sell	14,907 -162	-1%	-$9.72K	0.2%	77
2023 Q2	$907K	Buy	15,069 +162	+1%	+$10.1K	0.21%	76
2023 Q1	$925K	Buy	14,907 +375	+3%	+$22.7K	0.23%	73
2022 Q4	$924K	Sell	14,532 -200	-1%	-$12.1K	0.24%	68
2022 Q3	$825K	Hold	14,732	–	–	0.23%	70
2022 Q2	$927K	Hold	14,732	–	–	0.25%	68
2022 Q1	$913K	Sell	14,732 -1,025	-7%	-$62.3K	0.21%	73
2021 Q4	$933K	Hold	15,757	–	–	0.22%	73
2021 Q3	$827K	Hold	15,757	–	–	0.2%	75
2021 Q2	$853K	Buy	15,757 +225	+1%	+$12.2K	0.21%	75
2021 Q1	$819K	Hold	15,532	–	–	0.2%	79
2020 Q4	$852K	Hold	15,532	–	–	0.22%	70
2020 Q3	$767K	Hold	15,532	–	–	0.23%	64
2020 Q2	$694K	Buy	+15,532	New	+$715K	0.22%	64

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

Peak Asset Management's KO Position: Q2 2026 in Review

Peak Asset Management reduced its Coca-Cola (KO) stake by 3.2% in Q2 2026, selling an estimated $29.4K and leaving 11,215 shares worth $911K. The position accounts for 0.13% of the portfolio, ranked #90.

Peak Asset Management first reported a position in KO in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.07M in Q3 2024. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Peak Asset Management held 11,215 shares of Coca-Cola worth $911K as of Q2 2026.
Peak Asset Management sold 372 Coca-Cola shares in Q2 2026, an estimated $29.4K.
Coca-Cola made up 0.13% of Peak Asset Management's portfolio in Q2 2026, its #90 holding.
Peak Asset Management first reported a position in Coca-Cola in Q2 2020 and has held it in 25 quarters since.
Peak Asset Management's Coca-Cola position peaked at $1.07M in Q3 2024.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.