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Walsh & Associates’s Coca-Cola KO Stock Holding History

Walsh & Associates’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 		$3.46K Buy
43
+39
+975% +$3.08K ﹤0.01% 218
2026
Q1 		$304 Sell
4
-96
-96% -$7.26K ﹤0.01% 251
2025
Q4 		$6.99K Buy
+100
New +$6.97K 0.01% 196

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

Walsh & Associates's KO Position: Q2 2026 in Review

Walsh & Associates increased its Coca-Cola (KO) stake by 975% in Q2 2026, buying an estimated $3.08K and bringing the position to 43 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Walsh & Associates first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.99K in Q4 2025. 3,609 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Walsh & Associates held 43 shares of Coca-Cola worth $3.46K as of Q2 2026.
  • Walsh & Associates bought 39 Coca-Cola shares in Q2 2026, an estimated $3.08K.
  • Coca-Cola made up ﹤0.01% of Walsh & Associates's portfolio in Q2 2026, its #218 holding.
  • Walsh & Associates first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • Walsh & Associates's Coca-Cola position peaked at $6.99K in Q4 2025.
  • 3,609 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.