Solstein Capital’s Coca-Cola KO Stock Holding History

Solstein Capital’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	$291K	Hold	3,583	–	–	0.1%	117
2026 Q1	$272K	Sell	3,583 -210	-6%	-$15.9K	0.11%	117
2025 Q4	$265K	Sell	3,793 -277	-7%	-$19.3K	0.11%	115
2025 Q3	$270K	Sell	4,070 -494	-11%	-$34K	0.06%	106
2025 Q2	$323K	Buy	4,564 +611	+15%	+$43.5K	0.17%	91
2025 Q1	$283K	Hold	3,953	–	–	0.16%	79
2024 Q4	$246K	Hold	3,953	–	–	0.14%	84
2024 Q3	$284K	Hold	3,953	–	–	0.15%	88
2024 Q2	$252K	Hold	3,953	–	–	0.16%	85
2024 Q1	$242K	Hold	3,953	–	–	0.17%	79
2023 Q4	$233K	Hold	3,953	–	–	0.17%	84
2023 Q3	$221K	Hold	3,953	–	–	0.19%	81
2023 Q2	$238K	Buy	3,953 +718	+22%	+$44.7K	0.2%	81
2023 Q1	$201K	Hold	3,235	–	–	0.17%	86
2022 Q4	$206K	Buy	3,235 +82	+3%	+$4.95K	0.17%	90
2022 Q3	$177K	Hold	3,153	–	–	0.16%	88
2022 Q2	$198K	Hold	3,153	–	–	0.15%	100
2022 Q1	$195K	Hold	3,153	–	–	0.13%	115
2021 Q4	$187K	Hold	3,153	–	–	0.11%	132
2021 Q3	$165K	Buy	3,153 +160	+5%	+$8.92K	0.09%	145
2021 Q2	$162K	Buy	2,993 +2,530	+546%	+$138K	0.2%	120
2021 Q1	$24K	Buy	+463	New	+$23.3K	0.03%	245
2020 Q4	–	Sell	-3,200	Closed	-$158K	–	149
2020 Q3	$158K	Sell	3,200 -4,940	-61%	-$238K	0.35%	66
2020 Q2	$364K	Buy	8,140 +4,000	+97%	+$184K	0.86%	32
2020 Q1	$183K	Sell	4,140 -517	-11%	-$27.9K	0.7%	29
2019 Q4	$258K	Buy	+4,657	New	+$250K	0.52%	42

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

Solstein Capital's KO Position: Q2 2026 in Review

Solstein Capital held its Coca-Cola (KO) position steady in Q2 2026 at 3,583 shares worth $291K. The position accounts for 0.1% of the portfolio, ranked #117.

Solstein Capital first reported a position in KO in Q4 2019 and has held it in 26 quarters since. The position peaked at $364K in Q2 2020. 3,637 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Solstein Capital held 3,583 shares of Coca-Cola worth $291K as of Q2 2026.
Solstein Capital left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.1% of Solstein Capital's portfolio in Q2 2026, its #117 holding.
Solstein Capital first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
Solstein Capital's Coca-Cola position peaked at $364K in Q2 2020.
3,637 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Solstein Capital's 13F filing for Q2 2026, filed 13 Aug 2026.