Waterloo Capital’s Coca-Cola KO Stock Holding History

Waterloo 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	$4.79M	Buy	58,888 +4,351	+8%	+$344K	0.27%	88
2026 Q1	$4.15M	Sell	54,537 -842	-2%	-$63.7K	0.29%	82
2025 Q4	$3.87M	Buy	55,379 +3,318	+6%	+$231K	0.28%	85
2025 Q3	$3.45M	Buy	52,061 +735	+1%	+$50.6K	0.26%	97
2025 Q2	$3.63M	Buy	51,326 +4,657	+10%	+$332K	0.29%	82
2025 Q1	$3.34M	Buy	46,669 +7,254	+18%	+$484K	0.31%	86
2024 Q4	$2.45M	Buy	39,415 +4,118	+12%	+$269K	0.26%	96
2024 Q3	$2.54M	Buy	35,297 +24,713	+233%	+$1.69M	0.28%	91
2024 Q2	$674K	Buy	10,584 +6,213	+142%	+$385K	0.08%	184
2024 Q1	$267K	Buy	+4,371	New	+$263K	0.03%	303
2023 Q2	–	Sell	-5,552	Closed	-$344K	–	239
2023 Q1	$344K	Buy	+5,552	New	+$336K	0.11%	119

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

Waterloo Capital's KO Position: Q2 2026 in Review

Waterloo Capital increased its Coca-Cola (KO) stake by 8% in Q2 2026, buying an estimated $344K and bringing the position to 58,888 shares worth $4.79M. The position accounts for 0.27% of the portfolio, ranked #88.

Waterloo Capital first reported a position in KO in Q1 2023 and has held it in 11 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Waterloo Capital held 58,888 shares of Coca-Cola worth $4.79M as of Q2 2026.
Waterloo Capital bought 4,351 Coca-Cola shares in Q2 2026, an estimated $344K.
Coca-Cola made up 0.27% of Waterloo Capital's portfolio in Q2 2026, its #88 holding.
Waterloo Capital first reported a position in Coca-Cola in Q1 2023 and has held it in 11 quarters since.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.