TW
KO icon

Trajan Wealth’s Coca-Cola KO Stock Holding History

Trajan 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 		$8.5M Buy
104,617
+22,774
+28% +$1.8M 0.32% 73
2026
Q1 		$6.22M Buy
81,843
+4,820
+6% +$364K 0.25% 73
2025
Q4 		$5.38M Buy
77,023
+1,766
+2% +$123K 0.22% 77
2025
Q3 		$4.99M Buy
75,257
+1,482
+2% +$102K 0.22% 82
2025
Q2 		$5.22M Buy
73,775
+170
+0.2% +$12.1K 0.26% 71
2025
Q1 		$5.27M Buy
73,605
+64,200
+683% +$4.29M 0.29% 68
2024
Q4 		$586K Buy
9,405
+5,880
+167% +$384K 0.03% 122
2024
Q3 		$253K Sell
3,525
-4,800
-58% -$329K 0.01% 148
2024
Q2 		$530K Hold
8,325
– – 0.03% 127
2024
Q1 		$509K Buy
+8,325
New +$500K 0.03% 129

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 $3.38T AUM 44.17% 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

Trajan Wealth's KO Position: Q2 2026 in Review

Trajan Wealth increased its Coca-Cola (KO) stake by 28% in Q2 2026, buying an estimated $1.8M and bringing the position to 104,617 shares worth $8.5M. The position accounts for 0.32% of the portfolio, ranked #73.

Trajan Wealth first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Trajan Wealth held 104,617 shares of Coca-Cola worth $8.5M as of Q2 2026.
  • Trajan Wealth bought 22,774 Coca-Cola shares in Q2 2026, an estimated $1.8M.
  • Coca-Cola made up 0.32% of Trajan Wealth's portfolio in Q2 2026, its #73 holding.
  • Trajan Wealth first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.