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Yoffe Investment Management’s Coca-Cola KO Stock Holding History

Yoffe Investment Management’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 		$685K Hold
8,426
– – 0.78% 46
2026
Q1 		$641K Hold
8,426
– – 0.82% 45
2025
Q4 		$589K Buy
8,426
+3
+0% +$209 0.75% 50
2025
Q3 		$559K Buy
8,423
+1
+0% +$69 0.73% 51
2025
Q2 		$596K Buy
8,422
+3
+0% +$214 0.82% 41
2025
Q1 		$603K Sell
8,419
-1
-0% -$67 0.89% 40
2024
Q4 		$524K Buy
+8,420
New +$550K 0.78% 45

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

Yoffe Investment Management's KO Position: Q2 2026 in Review

Yoffe Investment Management held its Coca-Cola (KO) position steady in Q2 2026 at 8,426 shares worth $685K. The position accounts for 0.78% of the portfolio, ranked #46.

Yoffe Investment Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Yoffe Investment Management held 8,426 shares of Coca-Cola worth $685K as of Q2 2026.
  • Yoffe Investment Management left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.78% of Yoffe Investment Management's portfolio in Q2 2026, its #46 holding.
  • Yoffe Investment Management first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.