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Ross\Johnson & Associates’s Coca-Cola KO Stock Holding History

Ross\Johnson & Associates’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 		$731 Buy
9
+1
+13% +$79 0.01% 108
2026
Q1 		$608 Sell
8
-10
-56% -$756 0.01% 96
2025
Q4 		$1.26K Buy
18
+10
+125% +$697 0.02% 85
2025
Q3 		$531 Hold
8
– – 0.01% 100
2025
Q2 		$566 Sell
8
-103
-93% -$7.34K 0.01% 94
2025
Q1 		$7.95K Buy
111
+8
+8% +$534 0.14% 64
2024
Q4 		$6.41K Buy
+103
New +$6.72K 0.15% 36

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

Ross\Johnson & Associates's KO Position: Q2 2026 in Review

Ross\Johnson & Associates increased its Coca-Cola (KO) stake by 13% in Q2 2026, buying an estimated $79 and bringing the position to 9 shares worth $731. The position accounts for 0.01% of the portfolio, ranked #108.

Ross\Johnson & Associates first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.95K in Q1 2025. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Ross\Johnson & Associates held 9 shares of Coca-Cola worth $731 as of Q2 2026.
  • Ross\Johnson & Associates bought 1 Coca-Cola share in Q2 2026, an estimated $79.
  • Coca-Cola made up 0.01% of Ross\Johnson & Associates's portfolio in Q2 2026, its #108 holding.
  • Ross\Johnson & Associates first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • Ross\Johnson & Associates's Coca-Cola position peaked at $7.95K in Q1 2025.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Ross\Johnson & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.