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Wexford Capital’s Coca-Cola KO Stock Holding History

Wexford 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 		– Sell
-3,964
Closed -$301K – 243
2026
Q1 		$301K Buy
+3,964
New +$300K 0.04% 111
2025
Q1 		– Sell
-13,047
Closed -$812K – 264
2024
Q4 		$812K Sell
13,047
-1,073
-8% -$70K 0.13% 77
2024
Q3 		$1.01M Buy
14,120
+3,503
+33% +$240K 0.24% 67
2024
Q2 		$676K Buy
10,617
+3,381
+47% +$209K 0.17% 90
2024
Q1 		$443K Buy
7,236
+1,676
+30% +$101K 0.09% 137
2023
Q4 		$328K Buy
+5,560
New +$316K 0.07% 118
2022
Q3 		– Sell
-3,559
Closed -$224K – 175
2022
Q2 		$224K Buy
+3,559
New +$226K 0.01% 155
2022
Q1 		– Sell
-5,810
Closed -$344K – 189
2021
Q4 		$344K Buy
+5,810
New +$324K 0.01% 151
2021
Q1 		– Sell
-2,700
Closed -$148K – 275
2020
Q4 		$148K Sell
2,700
-2,053
-43% -$106K 0.02% 153
2020
Q3 		$235K Buy
+4,753
New +$229K 0.06% 110
2015
Q1 		– Sell
-19,241
Closed -$812K – 71
2014
Q4 		$812K Buy
19,241
+2,793
+17% +$119K 0.16% 37
2014
Q3 		$702K Hold
16,448
– – 0.06% 90
2014
Q2 		$697K Hold
16,448
– – 0.05% 90
2014
Q1 		$636K Buy
16,448
+2,227
+16% +$86K 0.05% 137
2013
Q4 		$587K Hold
14,221
– – 0.05% 142
2013
Q3 		$539K Hold
14,221
– – 0.04% 140
2013
Q2 		$570K Buy
+14,221
New +$589K 0.05% 132

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

Wexford Capital's KO Position: Q2 2026 in Review

Wexford Capital sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 3,964 shares — an estimated $301K sold.

Wexford Capital first reported a position in KO in Q2 2013 and held it in 17 quarters. The position peaked at $1.01M in Q3 2024. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Wexford Capital reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Wexford Capital sold 3,964 Coca-Cola shares in Q2 2026, an estimated $301K.
  • Wexford Capital first reported a position in Coca-Cola in Q2 2013 and held it in 17 quarters.
  • Wexford Capital's Coca-Cola position peaked at $1.01M in Q3 2024.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wexford Capital's 13F filing for Q2 2026, filed 14 Aug 2026.