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StoryOne LLC’s Coca-Cola KO Stock Holding History

StoryOne LLC’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 		$277K Buy
+3,408
New +$269K 0.13% 65
2026
Q1 		– Hold
0
– – – 61

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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

StoryOne LLC's KO Position: Q2 2026 in Review

StoryOne LLC opened a new position in Coca-Cola (KO) in Q2 2026: 3,408 shares worth $277K. The stake represents 0.13% of the portfolio and ranks #65 among its holdings.

3,610 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • StoryOne LLC held 3,408 shares of Coca-Cola worth $277K as of Q2 2026.
  • Coca-Cola was a new StoryOne LLC position in Q2 2026.
  • Coca-Cola made up 0.13% of StoryOne LLC's portfolio in Q2 2026, its #65 holding.
  • 3,610 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on StoryOne LLC's 13F filing for Q2 2026, filed 24 Jul 2026.