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Ridgepath Capital Management’s Coca-Cola KO Stock Holding History

Ridgepath Capital Management’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 		$256K Buy
+3,146
New +$248K 0.11% 47
2024
Q4 		– Sell
-3,037
Closed -$218K – 49
2024
Q3 		$218K Buy
+3,037
New +$208K 0.17% 40

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

Ridgepath Capital Management's KO Position: Q2 2026 in Review

Ridgepath Capital Management opened a new position in Coca-Cola (KO) in Q2 2026: 3,146 shares worth $256K. The stake represents 0.11% of the portfolio and ranks #47 among its holdings. This is a return to the name: Ridgepath Capital Management previously reported a position in KO as recently as Q3 2024.

Ridgepath Capital Management first reported a position in KO in Q3 2024 and has held it in 2 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Ridgepath Capital Management held 3,146 shares of Coca-Cola worth $256K as of Q2 2026.
  • Coca-Cola was a new Ridgepath Capital Management position in Q2 2026.
  • Coca-Cola made up 0.11% of Ridgepath Capital Management's portfolio in Q2 2026, its #47 holding.
  • Ridgepath Capital Management first reported a position in Coca-Cola in Q3 2024 and has held it in 2 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Ridgepath Capital Management's 13F filing for Q2 2026, filed 20 Aug 2026.