Stamos Capital Partners’s Coca-Cola KO Stock Holding History

Stamos Capital 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	$5.04M	Buy	62,002 +6,673	+12%	+$527K	0.77%	50
2026 Q1	$4.21M	Sell	55,329 -5,520	-9%	-$417K	0.66%	49
2025 Q4	$4.25M	Buy	60,849 +41,934	+222%	+$2.92M	0.68%	43
2025 Q3	$1.25M	Sell	18,915 -9,526	-33%	-$656K	0.24%	100
2025 Q2	$2.01M	Buy	28,441 +561	+2%	+$40K	0.36%	86
2025 Q1	$2M	Sell	27,880 -20,590	-42%	-$1.38M	0.52%	65
2024 Q4	$3.02M	Buy	48,470 +13,640	+39%	+$890K	0.71%	37
2024 Q3	$2.5M	Sell	34,830 -4,880	-12%	-$334K	0.59%	54
2024 Q2	$2.53M	Sell	39,710 -1,330	-3%	-$82.3K	0.54%	49
2024 Q1	$2.51M	Sell	41,040 -1,350	-3%	-$81.1K	0.57%	43
2023 Q4	$2.5M	Sell	42,390 -7,220	-15%	-$410K	0.68%	43
2023 Q3	$2.78M	Buy	49,610 +1,760	+4%	+$106K	0.62%	52
2023 Q2	$2.88M	Sell	47,850 -2,020	-4%	-$126K	0.67%	48
2023 Q1	$3.09M	Buy	49,870 +7,600	+18%	+$460K	0.8%	38
2022 Q4	$2.69M	Buy	42,270 +8,060	+24%	+$487K	0.85%	38
2022 Q3	$1.92M	Buy	34,210 +410	+1%	+$25.5K	0.49%	60
2022 Q2	$2.13M	Hold	33,800	–	–	0.64%	37
2022 Q1	$2.1M	Buy	33,800 +16,800	+99%	+$1.02M	0.7%	39
2021 Q4	$1.01M	Buy	+17,000	New	+$947K	0.47%	46

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

Stamos Capital Partners's KO Position: Q2 2026 in Review

Stamos Capital Partners increased its Coca-Cola (KO) stake by 12% in Q2 2026, buying an estimated $527K and bringing the position to 62,002 shares worth $5.04M. The position accounts for 0.77% of the portfolio, ranked #50.

Stamos Capital Partners first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Stamos Capital Partners held 62,002 shares of Coca-Cola worth $5.04M as of Q2 2026.
Stamos Capital Partners bought 6,673 Coca-Cola shares in Q2 2026, an estimated $527K.
Coca-Cola made up 0.77% of Stamos Capital Partners's portfolio in Q2 2026, its #50 holding.
Stamos Capital Partners first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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