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Principal Securities’s Coca-Cola KO Stock Holding History

Principal Securities’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 		$11.7M Buy
143,462
+4,422
+3% +$349K 0.14% 139
2026
Q1 		$10.6M Buy
139,040
+1,066
+0.8% +$80.6K 0.16% 124
2025
Q4 		$9.65M Buy
137,974
+7,235
+6% +$504K 0.15% 130
2025
Q3 		$8.67M Buy
130,739
+3,973
+3% +$273K 0.14% 134
2025
Q2 		$8.97M Buy
126,766
+20,270
+19% +$1.44M 0.17% 116
2025
Q1 		$6.63M Buy
106,496
+370
+0.3% +$24.7K 0.15% 137
2024
Q4 		$6.61M Buy
106,126
+4,121
+4% +$269K 0.15% 136
2024
Q3 		$7.33M Buy
102,005
+7,791
+8% +$534K 0.18% 107
2024
Q2 		$6M Buy
94,214
+13,337
+16% +$826K 0.17% 111
2024
Q1 		$4.95M Buy
80,877
+5,882
+8% +$353K 0.15% 130
2023
Q4 		$4.42M Buy
+74,995
New +$4.26M 0.16% 126

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

Principal Securities's KO Position: Q2 2026 in Review

Principal Securities increased its Coca-Cola (KO) stake by 3.2% in Q2 2026, buying an estimated $349K and bringing the position to 143,462 shares worth $11.7M. The position accounts for 0.14% of the portfolio, ranked #139.

Principal Securities first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,637 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Principal Securities held 143,462 shares of Coca-Cola worth $11.7M as of Q2 2026.
  • Principal Securities bought 4,422 Coca-Cola shares in Q2 2026, an estimated $349K.
  • Coca-Cola made up 0.14% of Principal Securities's portfolio in Q2 2026, its #139 holding.
  • Principal Securities first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 3,637 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.