WBI Investments’s Coca-Cola KO Stock Holding History

WBI Investments’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	$1.19M	Buy	+14,657	New	+$1.16M	0.3%	90
2024 Q4	–	Sell	-5,468	Closed	-$393K	–	249
2024 Q3	$393K	Buy	+5,468	New	+$374K	0.09%	201
2023 Q2	–	Sell	-16,002	Closed	-$993K	–	206
2023 Q1	$993K	Buy	+16,002	New	+$969K	0.2%	120
2022 Q3	–	Sell	-62,596	Closed	-$3.74M	–	130
2022 Q2	$3.74M	Sell	62,596 -32,887	-34%	-$2.08M	0.81%	31
2022 Q1	$5.71M	Buy	+95,483	New	+$5.81M	0.92%	28
2019 Q3	–	Sell	-57,068	Closed	-$2.91M	–	248
2019 Q2	$2.91M	Buy	+57,068	New	+$2.8M	0.26%	82

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

WBI Investments's KO Position: Q2 2026 in Review

WBI Investments opened a new position in Coca-Cola (KO) in Q2 2026: 14,657 shares worth $1.19M. The stake represents 0.3% of the portfolio and ranks #90 among its holdings. This is a return to the name: WBI Investments previously reported a position in KO as recently as Q3 2024.

WBI Investments first reported a position in KO in Q2 2019 and has held it in 6 quarters since. The position peaked at $5.71M in Q1 2022. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

WBI Investments held 14,657 shares of Coca-Cola worth $1.19M as of Q2 2026.
Coca-Cola was a new WBI Investments position in Q2 2026.
Coca-Cola made up 0.3% of WBI Investments's portfolio in Q2 2026, its #90 holding.
WBI Investments first reported a position in Coca-Cola in Q2 2019 and has held it in 6 quarters since.
WBI Investments's Coca-Cola position peaked at $5.71M in Q1 2022.
3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.