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Waypoint Wealth Counsel’s Coca-Cola KO Stock Holding History

Waypoint Wealth Counsel’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 		$9.89M Sell
121,662
-660
-0.5% -$52.1K 6.19% 3
2026
Q1 		$9.3M Sell
122,322
-3,596
-3% -$272K 4.81% 3
2025
Q4 		$8.8M Sell
125,918
-817
-0.6% -$57K 3.23% 7
2025
Q3 		$8.41M Sell
126,735
-173
-0.1% -$11.9K 3.32% 8
2025
Q2 		$8.98M Buy
126,908
+120,542
+1,894% +$8.59M 4.45% 5
2025
Q1 		$456K Buy
6,366
+375
+6% +$25K 0.29% 59
2024
Q4 		$373K Buy
5,991
+637
+12% +$41.6K 0.24% 59
2024
Q3 		$385K Buy
5,354
+534
+11% +$36.6K 0.26% 61
2024
Q2 		$307K Buy
4,820
+40
+0.8% +$2.48K 0.23% 61
2024
Q1 		$292K Buy
4,780
+153
+3% +$9.19K 0.23% 75
2023
Q4 		$273K Sell
4,627
-244
-5% -$13.9K 0.23% 75
2023
Q3 		$273K Sell
4,871
-16
-0.3% -$960 0.26% 63
2023
Q2 		$294K Buy
4,887
+184
+4% +$11.4K 0.26% 64
2023
Q1 		$292K Buy
4,703
+135
+3% +$8.17K 0.23% 67
2022
Q4 		$291K Buy
+4,568
New +$276K 0.23% 71

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

Waypoint Wealth Counsel's KO Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Coca-Cola (KO) stake by 0.54% in Q2 2026, selling an estimated $52.1K and leaving 121,662 shares worth $9.89M. The position accounts for 6.19% of the portfolio, ranked #3.

Waypoint Wealth Counsel first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 3,635 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Waypoint Wealth Counsel held 121,662 shares of Coca-Cola worth $9.89M as of Q2 2026.
  • Waypoint Wealth Counsel sold 660 Coca-Cola shares in Q2 2026, an estimated $52.1K.
  • Coca-Cola made up 6.19% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #3 holding.
  • Waypoint Wealth Counsel first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • 3,635 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.