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UHLMANN PRICE SECURITIES’s Coca-Cola KO Stock Holding History

UHLMANN PRICE SECURITIES’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 		$2.28M Sell
28,080
-406
-1% -$32.1K 0.09% 33
2026
Q1 		$2.14M Buy
28,486
+17,937
+170% +$1.36M 0.14% 28
2025
Q4 		$737K Buy
10,549
+80
+0.8% +$5.58K 0.44% 62
2025
Q3 		$694K Buy
10,469
+241
+2% +$16.6K 0.42% 57
2025
Q2 		$724K Sell
10,228
-166
-2% -$11.8K 0.52% 45
2025
Q1 		$744K Buy
10,394
+3,833
+58% +$256K 0.55% 43
2024
Q4 		$409K Buy
6,561
+24
+0.4% +$1.57K 0.31% 86
2024
Q3 		$470K Buy
+6,537
New +$448K 0.37% 75

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

UHLMANN PRICE SECURITIES's KO Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES reduced its Coca-Cola (KO) stake by 1.4% in Q2 2026, selling an estimated $32.1K and leaving 28,080 shares worth $2.28M. The position accounts for 0.09% of the portfolio, ranked #33.

UHLMANN PRICE SECURITIES first reported a position in KO in Q3 2024 and has held it in 8 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • UHLMANN PRICE SECURITIES held 28,080 shares of Coca-Cola worth $2.28M as of Q2 2026.
  • UHLMANN PRICE SECURITIES sold 406 Coca-Cola shares in Q2 2026, an estimated $32.1K.
  • Coca-Cola made up 0.09% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #33 holding.
  • UHLMANN PRICE SECURITIES first reported a position in Coca-Cola in Q3 2024 and has held it in 8 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.