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WPG Advisers’s Coca-Cola KO Stock Holding History

WPG Advisers’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 		$177K Buy
2,182
+509
+30% +$40.2K 0.1% 114
2026
Q1 		$127K Sell
1,673
-281
-14% -$21.2K 0.09% 122
2025
Q4 		$137K Sell
1,954
-86
-4% -$6K 0.1% 132
2025
Q3 		$135K Buy
2,040
+40
+2% +$2.75K 0.1% 125
2025
Q2 		$142K Sell
2,000
-308
-13% -$21.9K 0.12% 117
2025
Q1 		$165K Sell
2,308
-1,358
-37% -$90.7K 0.15% 102
2024
Q4 		$228K Buy
+3,666
New +$239K 0.21% 86

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

WPG Advisers's KO Position: Q2 2026 in Review

WPG Advisers increased its Coca-Cola (KO) stake by 30% in Q2 2026, buying an estimated $40.2K and bringing the position to 2,182 shares worth $177K. The position accounts for 0.1% of the portfolio, ranked #114.

WPG Advisers first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $228K in Q4 2024. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • WPG Advisers held 2,182 shares of Coca-Cola worth $177K as of Q2 2026.
  • WPG Advisers bought 509 Coca-Cola shares in Q2 2026, an estimated $40.2K.
  • Coca-Cola made up 0.1% of WPG Advisers's portfolio in Q2 2026, its #114 holding.
  • WPG Advisers first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Coca-Cola position peaked at $228K in Q4 2024.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.