Unio Capital’s Coca-Cola KO Stock Holding History

Unio Capital’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	$260K	Hold	3,200	–	–	0.05%	17
2026 Q1	$243K	Hold	3,200	–	–	0.05%	20
2025 Q4	$224K	Hold	3,200	–	–	0.04%	24
2025 Q3	$212K	Hold	3,200	–	–	0.05%	20
2025 Q2	$226K	Hold	3,200	–	–	0.07%	20
2025 Q1	$229K	Buy	+3,200	New	+$214K	0.09%	23
2024 Q4	–	Sell	-3,200	Closed	-$230K	–	33
2024 Q3	$230K	Hold	3,200	–	–	0.09%	35
2024 Q2	$204K	Buy	+3,200	New	+$198K	0.09%	33
2023 Q1	–	Sell	-3,200	Closed	-$204K	–	44
2022 Q4	$204K	Buy	+3,200	New	+$193K	0.11%	44
2022 Q3	–	Sell	-3,200	Closed	-$201K	–	46
2022 Q2	$201K	Buy	+3,200	New	+$203K	0.12%	49

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

Unio Capital's KO Position: Q2 2026 in Review

Unio Capital held its Coca-Cola (KO) position steady in Q2 2026 at 3,200 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #17.

Unio Capital first reported a position in KO in Q2 2022 and has held it in 10 quarters since. 3,609 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Unio Capital held 3,200 shares of Coca-Cola worth $260K as of Q2 2026.
Unio Capital left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.05% of Unio Capital's portfolio in Q2 2026, its #17 holding.
Unio Capital first reported a position in Coca-Cola in Q2 2022 and has held it in 10 quarters since.
3,609 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Unio Capital's 13F filing for Q2 2026, filed 14 Aug 2026.