Single Point Partners’s Coca-Cola KO Stock Holding History

Single Point Partners’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	$233K	Sell	2,863 -232	-7%	-$18.3K	0.04%	92
2026 Q1	$235K	Buy	3,095 +4	+0.1%	+$302	0.05%	76
2025 Q4	$216K	Sell	3,091 -16	-0.5%	-$1.11K	0.04%	82
2025 Q3	$206K	Sell	3,107 -35	-1%	-$2.41K	0.04%	86
2025 Q2	$224K	Sell	3,142 -118	-4%	-$8.41K	0.05%	80
2025 Q1	$233K	Buy	+3,260	New	+$218K	0.05%	77
2023 Q2	–	Sell	-4,351	Closed	-$270K	–	114
2023 Q1	$270K	Sell	4,351 -3,350	-44%	-$203K	0.06%	121
2022 Q4	$490K	Buy	7,701 +446	+6%	+$26.9K	0.12%	73
2022 Q3	$406K	Sell	7,255 -167	-2%	-$10.4K	0.11%	75
2022 Q2	$467K	Buy	7,422 +2,784	+60%	+$176K	0.13%	64
2022 Q1	$290K	Buy	4,638 +40	+0.9%	+$2.43K	0.07%	83
2021 Q4	$272K	Buy	+4,598	New	+$256K	0.07%	67
2021 Q3	–	Sell	-4,642	Closed	-$253K	–	61
2021 Q2	$253K	Buy	+4,642	New	+$253K	0.09%	60
2021 Q1	–	Sell	-4,481	Closed	-$246K	–	90
2020 Q4	$246K	Buy	4,481 +268	+6%	+$13.9K	0.11%	62
2020 Q3	$210K	Buy	+4,213	New	+$203K	0.11%	62

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

Single Point Partners's KO Position: Q2 2026 in Review

Single Point Partners reduced its Coca-Cola (KO) stake by 7.5% in Q2 2026, selling an estimated $18.3K and leaving 2,863 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #92.

Single Point Partners first reported a position in KO in Q3 2020 and has held it in 15 quarters since. The position peaked at $490K in Q4 2022. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Single Point Partners held 2,863 shares of Coca-Cola worth $233K as of Q2 2026.
Single Point Partners sold 232 Coca-Cola shares in Q2 2026, an estimated $18.3K.
Coca-Cola made up 0.04% of Single Point Partners's portfolio in Q2 2026, its #92 holding.
Single Point Partners first reported a position in Coca-Cola in Q3 2020 and has held it in 15 quarters since.
Single Point Partners's Coca-Cola position peaked at $490K in Q4 2022.
3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.