Red Wave Investments’s Coca-Cola KO Stock Holding History

Red Wave Investments’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	$323K	Sell	3,979 -199	-5%	-$15.7K	0.08%	87
2026 Q1	$318K	Sell	4,178 -25	-0.6%	-$1.89K	0.09%	82
2025 Q4	$294K	Buy	4,203 +5	+0.1%	+$349	0.09%	83
2025 Q3	$278K	Sell	4,198 -110	-3%	-$7.57K	0.09%	88
2025 Q2	$305K	Buy	4,308 +10	+0.2%	+$712	0.1%	80
2025 Q1	$308K	Buy	4,298 +3	+0.1%	+$200	0.11%	74
2024 Q4	$267K	Sell	4,295 -1,479	-26%	-$96.5K	0.09%	80
2024 Q3	$415K	Buy	5,774 +86	+2%	+$5.89K	0.14%	65
2024 Q2	$362K	Buy	5,688 +15	+0.3%	+$929	0.13%	68
2024 Q1	$347K	Buy	5,673 +81	+1%	+$4.87K	0.13%	71
2023 Q4	$330K	Buy	5,592 +124	+2%	+$7.04K	0.13%	70
2023 Q3	$306K	Buy	5,468 +1	+0%	+$60	0.13%	71
2023 Q2	$329K	Buy	5,467 +56	+1%	+$3.48K	0.13%	72
2023 Q1	$336K	Buy	5,411 +165	+3%	+$9.99K	0.14%	68
2022 Q4	$334K	Sell	5,246 -1,881	-26%	-$114K	0.14%	69
2022 Q3	$399K	Buy	7,127 +49	+0.7%	+$3.04K	0.17%	63
2022 Q2	$445K	Sell	7,078 -301	-4%	-$19.1K	0.18%	63
2022 Q1	$457K	Buy	7,379 +1,713	+30%	+$104K	0.16%	64
2021 Q4	$335K	Buy	5,666 +2	+0%	+$111	0.11%	68
2021 Q3	$297K	Buy	5,664 +1	+0%	+$56	0.11%	73
2021 Q2	$306K	Buy	5,663 +57	+1%	+$3.1K	0.11%	71
2021 Q1	$296K	Buy	5,606 +940	+20%	+$47.3K	0.12%	71
2020 Q4	$256K	Buy	+4,666	New	+$241K	0.11%	69

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

Red Wave Investments's KO Position: Q2 2026 in Review

Red Wave Investments reduced its Coca-Cola (KO) stake by 4.8% in Q2 2026, selling an estimated $15.7K and leaving 3,979 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #87.

Red Wave Investments first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $457K in Q1 2022. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Red Wave Investments held 3,979 shares of Coca-Cola worth $323K as of Q2 2026.
Red Wave Investments sold 199 Coca-Cola shares in Q2 2026, an estimated $15.7K.
Coca-Cola made up 0.08% of Red Wave Investments's portfolio in Q2 2026, its #87 holding.
Red Wave Investments first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
Red Wave Investments's Coca-Cola position peaked at $457K in Q1 2022.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Red Wave Investments's 13F filing for Q2 2026, filed 6 Aug 2026.