Waratah Capital Advisors’s Coca-Cola KO Stock Holding History

Waratah Capital Advisors’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	$3.72M	Buy	+45,765	New	+$3.61M	0.13%	104
2025 Q2	–	Sell	-26,441	Closed	-$1.89M	–	200
2025 Q1	$1.89M	Buy	+26,441	New	+$1.77M	0.05%	129
2014 Q1	–	Sell	-43,200	Closed	-$1.78M	–	89
2013 Q4	$1.78M	Buy	+43,200	New	+$1.7M	0.68%	45

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

Waratah Capital Advisors's KO Position: Q2 2026 in Review

Waratah Capital Advisors opened a new position in Coca-Cola (KO) in Q2 2026: 45,765 shares worth $3.72M. The stake represents 0.13% of the portfolio and ranks #104 among its holdings. This is a return to the name: Waratah Capital Advisors previously reported a position in KO as recently as Q1 2025.

Waratah Capital Advisors first reported a position in KO in Q4 2013 and has held it in 3 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Waratah Capital Advisors held 45,765 shares of Coca-Cola worth $3.72M as of Q2 2026.
Coca-Cola was a new Waratah Capital Advisors position in Q2 2026.
Coca-Cola made up 0.13% of Waratah Capital Advisors's portfolio in Q2 2026, its #104 holding.
Waratah Capital Advisors first reported a position in Coca-Cola in Q4 2013 and has held it in 3 quarters since.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Waratah Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.