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SkyOak Wealth’s Coca-Cola KO Stock Holding History

SkyOak Wealth’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 		$1.03M Sell
12,682
-200
-2% -$15.8K 0.17% 86
2026
Q1 		$980K Sell
12,882
-13
-0.1% -$983 0.18% 85
2025
Q4 		$902K Sell
12,895
-81
-0.6% -$5.65K 0.16% 89
2025
Q3 		$861K Hold
12,976
– – 0.16% 89
2025
Q2 		$918K Buy
12,976
+125
+1% +$8.9K 0.18% 85
2025
Q1 		$920K Sell
12,851
-37
-0.3% -$2.47K 0.2% 80
2024
Q4 		$802K Sell
12,888
-98
-0.8% -$6.4K 0.17% 84
2024
Q3 		$933K Hold
12,986
– – 0.21% 77
2024
Q2 		$827K Hold
12,986
– – 0.19% 83
2024
Q1 		$795K Sell
12,986
-1,318
-9% -$79.2K 0.19% 90
2023
Q4 		$843K Sell
14,304
-171
-1% -$9.71K 0.22% 81
2023
Q3 		$810K Sell
14,475
-100
-0.7% -$6K 0.24% 84
2023
Q2 		$878K Buy
14,575
+945
+7% +$58.8K 0.25% 80
2023
Q1 		$845K Buy
13,630
+937
+7% +$56.7K 0.26% 82
2022
Q4 		$807K Sell
12,693
-42
-0.3% -$2.54K 0.27% 82
2022
Q3 		$713K Buy
12,735
+38
+0.3% +$2.36K 0.26% 85
2022
Q2 		$799K Sell
12,697
-282
-2% -$17.9K 0.27% 84
2022
Q1 		$805K Sell
12,979
-100
-0.8% -$6.08K 0.22% 98
2021
Q4 		$774K Buy
13,079
+464
+4% +$25.8K 0.2% 107
2021
Q3 		$662K Buy
12,615
+3
+0% +$167 0.18% 112
2021
Q2 		$682K Hold
12,612
– – 0.18% 108
2021
Q1 		$676K Buy
12,612
+3
+0% +$151 0.19% 110
2020
Q4 		$691K Buy
12,609
+7
+0.1% +$362 0.21% 107
2020
Q3 		$622K Buy
12,602
+1,460
+13% +$70.2K 0.22% 102
2020
Q2 		$498K Buy
11,142
+265
+2% +$12.2K 0.18% 132
2020
Q1 		$481K Sell
10,877
-3,376
-24% -$182K 0.25% 93
2019
Q4 		$789K Buy
+14,253
New +$766K 0.24% 89

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

SkyOak Wealth's KO Position: Q2 2026 in Review

SkyOak Wealth reduced its Coca-Cola (KO) stake by 1.6% in Q2 2026, selling an estimated $15.8K and leaving 12,682 shares worth $1.03M. The position accounts for 0.17% of the portfolio, ranked #86.

SkyOak Wealth first reported a position in KO in Q4 2019 and has held it in 27 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • SkyOak Wealth held 12,682 shares of Coca-Cola worth $1.03M as of Q2 2026.
  • SkyOak Wealth sold 200 Coca-Cola shares in Q2 2026, an estimated $15.8K.
  • Coca-Cola made up 0.17% of SkyOak Wealth's portfolio in Q2 2026, its #86 holding.
  • SkyOak Wealth first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.