Phillip James Consulting’s Coca-Cola KO Stock Holding History

Phillip James Consulting’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	$51.9K	Hold	639	–	–	0.03%	98
2026 Q1	$48K	Buy	639 +39	+7%	+$2.95K	0.04%	117
2025 Q4	$43K	Buy	+600	New	+$41.8K	0.76%	31

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 $3.37T AUM 44.26% 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

Phillip James Consulting's KO Position: Q2 2026 in Review

Phillip James Consulting held its Coca-Cola (KO) position steady in Q2 2026 at 639 shares worth $51.9K. The position accounts for 0.03% of the portfolio, ranked #98.

Phillip James Consulting first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,609 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Phillip James Consulting held 639 shares of Coca-Cola worth $51.9K as of Q2 2026.
Phillip James Consulting left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.03% of Phillip James Consulting's portfolio in Q2 2026, its #98 holding.
Phillip James Consulting first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
3,609 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.