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Prosperitas Financial’s Coca-Cola KO Stock Holding History

Prosperitas 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 		$390K Buy
4,802
+956
+25% +$75.5K 0.12% 65
2026
Q1 		$292K Buy
3,846
+456
+13% +$34.5K 0.11% 70
2025
Q4 		$237K Buy
3,390
+88
+3% +$6.13K 0.09% 70
2025
Q3 		$219K Buy
3,302
+154
+5% +$10.6K 0.09% 67
2025
Q2 		$223K Buy
+3,148
New +$224K 0.1% 57

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 $3.38T AUM 44.17% 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

Prosperitas Financial's KO Position: Q2 2026 in Review

Prosperitas Financial increased its Coca-Cola (KO) stake by 25% in Q2 2026, buying an estimated $75.5K and bringing the position to 4,802 shares worth $390K. The position accounts for 0.12% of the portfolio, ranked #65.

Prosperitas Financial first reported a position in KO in Q2 2025 and has held it in 5 quarters since. 3,647 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Prosperitas Financial held 4,802 shares of Coca-Cola worth $390K as of Q2 2026.
  • Prosperitas Financial bought 956 Coca-Cola shares in Q2 2026, an estimated $75.5K.
  • Coca-Cola made up 0.12% of Prosperitas Financial's portfolio in Q2 2026, its #65 holding.
  • Prosperitas Financial first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
  • 3,647 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Prosperitas Financial's 13F filing for Q2 2026, filed 19 Aug 2026.