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PUREfi Wealth’s Coca-Cola KO Stock Holding History

PUREfi Wealth’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 		$246K Buy
3,032
+338
+13% +$26.7K 0.14% 181
2026
Q1 		$205K Buy
+2,694
New +$204K 0.13% 181
2025
Q1 		– Sell
-4,403
Closed -$274K – 159
2024
Q4 		$274K Buy
+4,403
New +$287K 0.27% 111

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

PUREfi Wealth's KO Position: Q2 2026 in Review

PUREfi Wealth increased its Coca-Cola (KO) stake by 13% in Q2 2026, buying an estimated $26.7K and bringing the position to 3,032 shares worth $246K. The position accounts for 0.14% of the portfolio, ranked #181.

PUREfi Wealth first reported a position in KO in Q4 2024 and has held it in 3 quarters since. The position peaked at $274K in Q4 2024. 3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • PUREfi Wealth held 3,032 shares of Coca-Cola worth $246K as of Q2 2026.
  • PUREfi Wealth bought 338 Coca-Cola shares in Q2 2026, an estimated $26.7K.
  • Coca-Cola made up 0.14% of PUREfi Wealth's portfolio in Q2 2026, its #181 holding.
  • PUREfi Wealth first reported a position in Coca-Cola in Q4 2024 and has held it in 3 quarters since.
  • PUREfi Wealth's Coca-Cola position peaked at $274K in Q4 2024.
  • 3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.