WI
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Wahed Invest’s Coca-Cola KO Stock Holding History

Wahed Invest’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 		$7.52M Sell
92,498
-6,344
-6% -$501K 0.78% 23
2026
Q1 		$7.52M Buy
+98,842
New +$7.47M 0.98% 18
2025
Q2 		– Sell
-100,558
Closed -$7.2M – 234
2025
Q1 		$7.2M Buy
100,558
+624
+0.6% +$41.7K 1.25% 11
2024
Q4 		$6.22M Buy
99,934
+6,129
+7% +$400K 1.03% 14
2024
Q3 		$6.74M Buy
93,805
+8,548
+10% +$585K 1.2% 12
2024
Q2 		$5.43M Buy
85,257
+8,523
+11% +$528K 1.09% 16
2024
Q1 		$4.69M Buy
76,734
+10,195
+15% +$612K 1.07% 16
2023
Q4 		$3.92M Buy
66,539
+5,184
+8% +$294K 1.1% 16
2023
Q3 		$3.43M Buy
61,355
+5,707
+10% +$342K 1.12% 16
2023
Q2 		$3.35M Buy
55,648
+5,606
+11% +$349K 1.18% 13
2023
Q1 		$3.1M Buy
+50,042
New +$3.03M 1.34% 13

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

Wahed Invest's KO Position: Q2 2026 in Review

Wahed Invest reduced its Coca-Cola (KO) stake by 6.4% in Q2 2026, selling an estimated $501K and leaving 92,498 shares worth $7.52M. The position accounts for 0.78% of the portfolio, ranked #23.

Wahed Invest first reported a position in KO in Q1 2023 and has held it in 11 quarters since. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Wahed Invest held 92,498 shares of Coca-Cola worth $7.52M as of Q2 2026.
  • Wahed Invest sold 6,344 Coca-Cola shares in Q2 2026, an estimated $501K.
  • Coca-Cola made up 0.78% of Wahed Invest's portfolio in Q2 2026, its #23 holding.
  • Wahed Invest first reported a position in Coca-Cola in Q1 2023 and has held it in 11 quarters since.
  • 3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wahed Invest's 13F filing for Q2 2026, filed 11 Aug 2026.