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Y.D. More Investments’s Coca-Cola KO Stock Holding History

Y.D. More 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 		$707K Buy
8,704
+84
+1% +$6.63K 0.02% 141
2026
Q1 		$657K Sell
8,620
-867
-9% -$65.5K 0.03% 131
2025
Q4 		$664K Sell
9,487
-602
-6% -$42K 0.03% 141
2025
Q3 		$669K Buy
10,089
+7,143
+242% +$492K 0.04% 143
2025
Q2 		$208K Sell
2,946
-808
-22% -$57.6K 0.01% 201
2025
Q1 		$268K Buy
3,754
+1,040
+38% +$69.5K 0.02% 186
2024
Q4 		$169K Buy
2,714
+20
+0.7% +$1.31K 0.02% 202
2024
Q3 		$193K Buy
2,694
+929
+53% +$63.6K 0.02% 194
2024
Q2 		$112K Buy
1,765
+1,158
+191% +$71.7K 0.01% 236
2024
Q1 		$37K Hold
607
– – 0.01% 255
2023
Q4 		$35.7K Sell
607
-80
-12% -$4.54K 0.01% 267
2023
Q3 		$38.4K Sell
687
-147
-18% -$8.82K 0.01% 253
2023
Q2 		$50.2K Sell
834
-68
-8% -$4.23K 0.01% 217
2023
Q1 		$55.9K Buy
902
+160
+22% +$9.69K 0.01% 206
2022
Q4 		$47.3K Buy
+742
New +$44.8K 0.01% 251

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 $3.38T AUM 44.17% 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

Y.D. More Investments's KO Position: Q2 2026 in Review

Y.D. More Investments increased its Coca-Cola (KO) stake by 0.97% in Q2 2026, buying an estimated $6.63K and bringing the position to 8,704 shares worth $707K. The position accounts for 0.02% of the portfolio, ranked #141.

Y.D. More Investments first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Y.D. More Investments held 8,704 shares of Coca-Cola worth $707K as of Q2 2026.
  • Y.D. More Investments bought 84 Coca-Cola shares in Q2 2026, an estimated $6.63K.
  • Coca-Cola made up 0.02% of Y.D. More Investments's portfolio in Q2 2026, its #141 holding.
  • Y.D. More Investments first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.