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Yarger Wealth Strategies’s Coca-Cola KO Stock Holding History

Yarger Wealth Strategies’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 		$291K Buy
3,484
+16
+0.5% +$1.26K 0.1% 110
2026
Q1 		$264K Buy
3,468
+48
+1% +$3.63K 0.11% 105
2025
Q4 		$239K Buy
3,420
+101
+3% +$7.04K 0.1% 111
2025
Q3 		$220K Sell
3,319
-193
-5% -$13.3K 0.1% 113
2025
Q2 		$248K Buy
3,512
+311
+10% +$22.2K 0.13% 93
2025
Q1 		$229K Buy
+3,201
New +$214K 0.13% 88
2024
Q4 		– Sell
-2,975
Closed -$214K – 97
2024
Q3 		$214K Buy
+2,975
New +$204K 0.12% 90

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

Yarger Wealth Strategies's KO Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Coca-Cola (KO) stake by 0.46% in Q2 2026, buying an estimated $1.26K and bringing the position to 3,484 shares worth $291K. The position accounts for 0.1% of the portfolio, ranked #110.

Yarger Wealth Strategies first reported a position in KO in Q3 2024 and has held it in 7 quarters since. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Yarger Wealth Strategies held 3,484 shares of Coca-Cola worth $291K as of Q2 2026.
  • Yarger Wealth Strategies bought 16 Coca-Cola shares in Q2 2026, an estimated $1.26K.
  • Coca-Cola made up 0.1% of Yarger Wealth Strategies's portfolio in Q2 2026, its #110 holding.
  • Yarger Wealth Strategies first reported a position in Coca-Cola in Q3 2024 and has held it in 7 quarters since.
  • 3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.