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Rossby Financial’s Coca-Cola KO Stock Holding History

Rossby Financial’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 		$956K Buy
11,763
+2,000
+20% +$158K 0.17% 116
2026
Q1 		$743K Buy
9,763
+2,746
+39% +$208K 0.15% 128
2025
Q4 		$491K Sell
7,017
-3,402
-33% -$237K 0.15% 123
2025
Q3 		$696K Buy
10,419
+282
+3% +$19.4K 0.23% 80
2025
Q2 		$717K Buy
10,137
+39
+0.4% +$2.78K 0.26% 72
2025
Q1 		$726K Buy
10,098
+3,391
+51% +$226K 0.31% 61
2024
Q4 		$418K Buy
+6,707
New +$438K 0.26% 100

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

Rossby Financial's KO Position: Q2 2026 in Review

Rossby Financial increased its Coca-Cola (KO) stake by 20% in Q2 2026, buying an estimated $158K and bringing the position to 11,763 shares worth $956K. The position accounts for 0.17% of the portfolio, ranked #116.

Rossby Financial first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Rossby Financial held 11,763 shares of Coca-Cola worth $956K as of Q2 2026.
  • Rossby Financial bought 2,000 Coca-Cola shares in Q2 2026, an estimated $158K.
  • Coca-Cola made up 0.17% of Rossby Financial's portfolio in Q2 2026, its #116 holding.
  • Rossby Financial first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.