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Stonehaven Wealth & Tax Solutions’s Coca-Cola KO Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$261K Sell
3,214
-299
-9% -$23.6K 0.21% 69
2026
Q1 		$267K Buy
3,513
+389
+12% +$29.4K 0.24% 66
2025
Q4 		$218K Buy
+3,124
New +$218K 0.2% 73

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

Stonehaven Wealth & Tax Solutions's KO Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its Coca-Cola (KO) stake by 8.5% in Q2 2026, selling an estimated $23.6K and leaving 3,214 shares worth $261K. The position accounts for 0.21% of the portfolio, ranked #69.

Stonehaven Wealth & Tax Solutions first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $267K in Q1 2026. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions held 3,214 shares of Coca-Cola worth $261K as of Q2 2026.
  • Stonehaven Wealth & Tax Solutions sold 299 Coca-Cola shares in Q2 2026, an estimated $23.6K.
  • Coca-Cola made up 0.21% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #69 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • Stonehaven Wealth & Tax Solutions's Coca-Cola position peaked at $267K in Q1 2026.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.