XML Financial’s Coca-Cola KO Stock Holding History

XML 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	$2.1M	Buy	25,818 +2,110	+9%	+$167K	0.15%	124
2026 Q1	$1.8M	Sell	23,708 -378	-2%	-$28.6K	0.15%	132
2025 Q4	$1.68M	Sell	24,086 -1,677	-7%	-$117K	0.14%	138
2025 Q3	$1.71M	Buy	25,763 +77	+0.3%	+$5.3K	0.14%	138
2025 Q2	$1.82M	Buy	25,686 +531	+2%	+$37.8K	0.16%	124
2025 Q1	$1.8M	Sell	25,155 -705	-3%	-$47.1K	0.17%	119
2024 Q4	$1.61M	Buy	25,860 +1,146	+5%	+$74.8K	0.15%	131
2024 Q3	$1.78M	Sell	24,714 -524	-2%	-$35.9K	0.16%	128
2024 Q2	$1.61M	Sell	25,238 -303	-1%	-$18.8K	0.16%	128
2024 Q1	$1.56M	Buy	25,541 +1,704	+7%	+$102K	0.16%	131
2023 Q4	$1.4M	Buy	23,837 +2,323	+11%	+$132K	0.15%	132
2023 Q3	$1.2M	Buy	21,514 +618	+3%	+$37.1K	0.14%	136
2023 Q2	$1.26M	Buy	20,896 +1,448	+7%	+$90.1K	0.15%	137
2023 Q1	$1.21M	Sell	19,448 -1,099	-5%	-$66.5K	0.15%	139
2022 Q4	$1.31M	Sell	20,547 -645	-3%	-$38.9K	0.16%	130
2022 Q3	$1.19M	Buy	21,192 +9,617	+83%	+$598K	0.16%	129
2022 Q2	$728K	Sell	11,575 -9,835	-46%	-$623K	0.16%	109
2022 Q1	$1.33M	Buy	21,410 +507	+2%	+$30.8K	0.16%	135
2021 Q4	$1.24M	Buy	20,903 +60	+0.3%	+$3.34K	0.15%	141
2021 Q3	$1.09M	Buy	20,843 +10,037	+93%	+$559K	0.15%	140
2021 Q2	$585K	Buy	10,806 +3,786	+54%	+$206K	0.13%	128
2021 Q1	$370K	Sell	7,020 -3,035	-30%	-$153K	0.09%	151
2020 Q4	$551K	Buy	10,055 +3,435	+52%	+$178K	0.14%	118
2020 Q3	$327K	Sell	6,620 -2,791	-30%	-$134K	0.1%	144
2020 Q2	$420K	Buy	9,411 +323	+4%	+$14.9K	0.15%	111
2020 Q1	$402K	Buy	9,088 +561	+7%	+$30.3K	0.17%	101
2019 Q4	$472K	Buy	+8,527	New	+$458K	0.17%	102

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

XML Financial's KO Position: Q2 2026 in Review

XML Financial increased its Coca-Cola (KO) stake by 8.9% in Q2 2026, buying an estimated $167K and bringing the position to 25,818 shares worth $2.1M. The position accounts for 0.15% of the portfolio, ranked #124.

XML Financial first reported a position in KO in Q4 2019 and has held it in 27 quarters since. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

XML Financial held 25,818 shares of Coca-Cola worth $2.1M as of Q2 2026.
XML Financial bought 2,110 Coca-Cola shares in Q2 2026, an estimated $167K.
Coca-Cola made up 0.15% of XML Financial's portfolio in Q2 2026, its #124 holding.
XML Financial first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.