Petix & Botte Financial’s Coca-Cola KO Stock Holding History

Petix & Botte Financial’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	$604K	Buy	7,430 +3,715	+100%	+$293K	0.12%	86
2026 Q1	$565K	Buy	+3,715	New	+$281K	0.13%	81

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

Petix & Botte Financial's KO Position: Q2 2026 in Review

Petix & Botte Financial increased its Coca-Cola (KO) stake by 100% in Q2 2026, buying an estimated $293K and bringing the position to 7,430 shares worth $604K. The position accounts for 0.12% of the portfolio, ranked #86.

Petix & Botte Financial first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Petix & Botte Financial held 7,430 shares of Coca-Cola worth $604K as of Q2 2026.
Petix & Botte Financial bought 3,715 Coca-Cola shares in Q2 2026, an estimated $293K.
Coca-Cola made up 0.12% of Petix & Botte Financial's portfolio in Q2 2026, its #86 holding.
Petix & Botte Financial first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.