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Regatta Capital Group’s Coca-Cola KO Stock Holding History

Regatta Capital Group’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 		$2.67M Sell
32,808
-888
-3% -$70.1K 0.36% 48
2026
Q1 		$2.56M Buy
33,696
+305
+0.9% +$23.1K 0.39% 48
2025
Q4 		$2.33M Sell
33,391
-479
-1% -$33.4K 0.35% 47
2025
Q3 		$2.25M Sell
33,870
-567
-2% -$39K 0.35% 48
2025
Q2 		$2.44M Buy
34,437
+49
+0.1% +$3.49K 0.42% 44
2025
Q1 		$2.46M Sell
34,388
-73
-0.2% -$4.88K 0.48% 36
2024
Q4 		$2.15M Sell
34,461
-1,611
-4% -$105K 0.42% 40
2024
Q3 		$2.59M Sell
36,072
-146
-0.4% -$10K 0.5% 38
2024
Q2 		$2.31M Sell
36,218
-1,384
-4% -$85.7K 0.5% 41
2024
Q1 		$2.3M Buy
37,602
+1,215
+3% +$73K 0.52% 41
2023
Q4 		$2.14M Buy
36,387
+627
+2% +$35.6K 0.56% 40
2023
Q3 		$2M Sell
35,760
-213
-0.6% -$12.8K 0.64% 33
2023
Q2 		$2.17M Sell
35,973
-622
-2% -$38.7K 0.69% 28
2023
Q1 		$2.33M Hold
36,595
– – 0.83% 27
2022
Q4 		$2.33M Buy
36,595
+432
+1% +$26.1K 0.83% 27
2022
Q3 		$2.27M Buy
36,163
+10,462
+41% +$650K 0.93% 22
2022
Q2 		$1.62M Sell
25,701
-10,531
-29% -$668K 0.77% 31
2022
Q1 		$2.25M Sell
36,232
-94
-0.3% -$5.72K 0.77% 26
2021
Q4 		$2.15M Buy
+36,326
New +$2.02M 0.75% 32

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

Regatta Capital Group's KO Position: Q2 2026 in Review

Regatta Capital Group reduced its Coca-Cola (KO) stake by 2.6% in Q2 2026, selling an estimated $70.1K and leaving 32,808 shares worth $2.67M. The position accounts for 0.36% of the portfolio, ranked #48.

Regatta Capital Group first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Regatta Capital Group held 32,808 shares of Coca-Cola worth $2.67M as of Q2 2026.
  • Regatta Capital Group sold 888 Coca-Cola shares in Q2 2026, an estimated $70.1K.
  • Coca-Cola made up 0.36% of Regatta Capital Group's portfolio in Q2 2026, its #48 holding.
  • Regatta Capital Group first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.