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Wayfinding Financial’s Coca-Cola KO Stock Holding History

Wayfinding Financial’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 		$701K Buy
8,574
+463
+6% +$36.6K 0.27% 68
2026
Q1 		$621K Buy
8,111
+265
+3% +$20K 0.27% 63
2025
Q4 		$548K Sell
7,846
-244
-3% -$17K 0.23% 75
2025
Q3 		$540K Sell
8,090
-15
-0.2% -$1.03K 0.23% 72
2025
Q2 		$558K Sell
8,105
-483
-6% -$34.4K 0.25% 67
2025
Q1 		$619K Sell
8,588
-331
-4% -$22.1K 0.27% 66
2024
Q4 		$555K Buy
+8,919
New +$582K 0.3% 63
2024
Q3 		– Sell
-9,015
Closed -$578K – 81
2024
Q2 		$578K Sell
9,015
-1,032
-10% -$63.9K 0.33% 60
2024
Q1 		$631K Buy
10,047
+313
+3% +$18.8K 0.37% 58
2023
Q4 		$573K Buy
9,734
+175
+2% +$9.94K 0.39% 53
2023
Q3 		$530K Sell
9,559
-282
-3% -$16.9K 0.4% 51
2023
Q2 		$614K Buy
9,841
+560
+6% +$34.8K 0.43% 46
2023
Q1 		$579K Buy
9,281
+2,935
+46% +$178K 0.44% 46
2022
Q4 		$378K Buy
6,346
+159
+3% +$9.6K 0.3% 57
2022
Q3 		$349K Sell
6,187
-166
-3% -$10.3K 0.33% 50
2022
Q2 		$402K Buy
6,353
+11
+0.2% +$697 0.35% 49
2022
Q1 		$410K Sell
6,342
-4
-0.1% -$243 0.34% 50
2021
Q4 		$378K Buy
+6,346
New +$353K 0.3% 57

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

Wayfinding Financial's KO Position: Q2 2026 in Review

Wayfinding Financial increased its Coca-Cola (KO) stake by 5.7% in Q2 2026, buying an estimated $36.6K and bringing the position to 8,574 shares worth $701K. The position accounts for 0.27% of the portfolio, ranked #68.

Wayfinding Financial first reported a position in KO in Q4 2021 and has held it in 18 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Wayfinding Financial held 8,574 shares of Coca-Cola worth $701K as of Q2 2026.
  • Wayfinding Financial bought 463 Coca-Cola shares in Q2 2026, an estimated $36.6K.
  • Coca-Cola made up 0.27% of Wayfinding Financial's portfolio in Q2 2026, its #68 holding.
  • Wayfinding Financial first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.