SHF
KO icon

Safe Harbor Fiduciary’s Coca-Cola KO Stock Holding History

Safe Harbor Fiduciary’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 		$299K Buy
3,675
+69
+2% +$5.45K 0.23% 52
2026
Q1 		$274K Sell
3,606
-195
-5% -$14.7K 0.26% 50
2025
Q4 		$266K Buy
+3,801
New +$265K 0.23% 53
2025
Q2 		$517K Buy
7,314
+19
+0.3% +$1.35K 0.49% 44
2025
Q1 		$522K Sell
7,295
-36
-0.5% -$2.4K 0.54% 38
2024
Q4 		$456K Buy
7,331
+172
+2% +$11.2K 0.47% 45
2024
Q3 		$514K Buy
+7,159
New +$490K 0.48% 39

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

Safe Harbor Fiduciary's KO Position: Q2 2026 in Review

Safe Harbor Fiduciary increased its Coca-Cola (KO) stake by 1.9% in Q2 2026, buying an estimated $5.45K and bringing the position to 3,675 shares worth $299K. The position accounts for 0.23% of the portfolio, ranked #52.

Safe Harbor Fiduciary first reported a position in KO in Q3 2024 and has held it in 7 quarters since. The position peaked at $522K in Q1 2025. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Safe Harbor Fiduciary held 3,675 shares of Coca-Cola worth $299K as of Q2 2026.
  • Safe Harbor Fiduciary bought 69 Coca-Cola shares in Q2 2026, an estimated $5.45K.
  • Coca-Cola made up 0.23% of Safe Harbor Fiduciary's portfolio in Q2 2026, its #52 holding.
  • Safe Harbor Fiduciary first reported a position in Coca-Cola in Q3 2024 and has held it in 7 quarters since.
  • Safe Harbor Fiduciary's Coca-Cola position peaked at $522K in Q1 2025.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2026, filed 14 Aug 2026.