SignatureFD’s Coca-Cola KO Stock Holding History

SignatureFD’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
2014 Q4	–	Sell	-6,000	Closed	-$14K	–	918
2014 Q3	$14K	Buy	+6,000	New	+$248K	﹤0.01%	420

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SignatureFD's KO Position: Q2 2026 in Review

SignatureFD reduced its Coca-Cola (KO) stake by 3.9% in Q2 2026, selling an estimated $1.06M and leaving 334,283 shares worth $27.2M. The position accounts for 0.36% of the portfolio, ranked #34.

SignatureFD first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $38.7M in Q4 2013. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

SignatureFD held 334,283 shares of Coca-Cola worth $27.2M as of Q2 2026.
SignatureFD sold 13,480 Coca-Cola shares in Q2 2026, an estimated $1.06M.
Coca-Cola made up 0.36% of SignatureFD's portfolio in Q2 2026, its #34 holding.
SignatureFD first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
SignatureFD's Coca-Cola position peaked at $38.7M in Q4 2013.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.