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Principal Street Partners’s Coca-Cola KO Stock Holding History

Principal Street Partners’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 		$7.15M Sell
87,930
-1,118
-1% -$88.3K 1.05% 33
2026
Q1 		$6.77M Buy
89,048
+49
+0.1% +$3.7K 1.11% 39
2025
Q4 		$6.22M Sell
88,999
-2,402
-3% -$167K 1.05% 42
2025
Q3 		$6.06M Sell
91,401
-13,729
-13% -$945K 0.97% 42
2025
Q2 		$7.44M Buy
105,130
+15,241
+17% +$1.09M 0.73% 32
2025
Q1 		$6.44M Buy
89,889
+3,315
+4% +$221K 1.2% 28
2024
Q4 		$5.39M Sell
86,574
-2,970
-3% -$194K 1.06% 38
2024
Q3 		$6.36M Sell
89,544
-20,194
-18% -$1.38M 1.04% 23
2024
Q2 		$6.98M Sell
109,738
-231
-0.2% -$14.3K 1.25% 28
2024
Q1 		$6.79M Buy
109,969
+24,957
+29% +$1.5M 1.28% 34
2023
Q4 		$5.01M Sell
85,012
-468
-0.5% -$26.6K 1.21% 34
2023
Q3 		$4.79M Sell
85,480
-6,454
-7% -$387K 0.95% 30
2023
Q2 		$5.54M Sell
91,934
-3,588
-4% -$223K 1.32% 17
2023
Q1 		$5.93M Buy
95,522
+8,445
+10% +$511K 1.5% 13
2022
Q4 		$5.54M Sell
87,077
-1,026
-1% -$61.9K 1.4% 29
2022
Q3 		$4.94M Sell
88,103
-11,776
-12% -$732K 1.32% 19
2022
Q2 		$6.29M Sell
99,879
-335
-0.3% -$21.2K 1.63% 9
2022
Q1 		$6.21M Buy
100,214
+3,917
+4% +$238K 1.42% 16
2021
Q4 		$5.7M Buy
96,297
+87,715
+1,022% +$4.88M 1.37% 18
2021
Q3 		$452K Buy
8,582
+557
+7% +$31K 0.12% 125
2021
Q2 		$435K Sell
8,025
-3,315
-29% -$180K 0.11% 131
2021
Q1 		$598K Buy
11,340
+3,676
+48% +$185K 0.08% 157
2020
Q4 		$420K Sell
7,664
-6
-0.1% -$310 0.13% 118
2020
Q3 		$379K Buy
7,670
+193
+3% +$9.28K 0.13% 109
2020
Q2 		$334K Sell
7,477
-1,644
-18% -$75.7K 0.12% 105
2020
Q1 		$403K Sell
9,121
-8,761
-49% -$473K 0.17% 90
2019
Q4 		$990K Buy
17,882
+6,852
+62% +$368K 0.22% 80
2019
Q3 		$600K Buy
11,030
+6,737
+157% +$361K 0.15% 93
2019
Q2 		$220K Buy
+4,293
New +$210K 0.12% 130

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 Street Partners's KO Position: Q2 2026 in Review

Principal Street Partners reduced its Coca-Cola (KO) stake by 1.3% in Q2 2026, selling an estimated $88.3K and leaving 87,930 shares worth $7.15M. The position accounts for 1.05% of the portfolio, ranked #33.

Principal Street Partners first reported a position in KO in Q2 2019 and has held it in 29 quarters since. The position peaked at $7.44M in Q2 2025. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Principal Street Partners held 87,930 shares of Coca-Cola worth $7.15M as of Q2 2026.
  • Principal Street Partners sold 1,118 Coca-Cola shares in Q2 2026, an estimated $88.3K.
  • Coca-Cola made up 1.05% of Principal Street Partners's portfolio in Q2 2026, its #33 holding.
  • Principal Street Partners first reported a position in Coca-Cola in Q2 2019 and has held it in 29 quarters since.
  • Principal Street Partners's Coca-Cola position peaked at $7.44M in Q2 2025.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.