AGF Management’s Coca-Cola KO Stock Holding History

AGF 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 Q1	$21.9M	Buy	287,950 +87,751	+44%	+$6.63M	0.1%	145
2025 Q4	$14M	Sell	200,199 -64,932	-24%	-$4.53M	0.06%	169
2025 Q3	$17.6M	Sell	265,131 -14,601	-5%	-$1M	0.08%	162
2025 Q2	$19.8M	Buy	279,732 +201,457	+257%	+$14.4M	0.09%	156
2025 Q1	$5.61M	Sell	78,275 -138,240	-64%	-$9.23M	0.03%	246
2024 Q4	$13.5M	Sell	216,515 -45,461	-17%	-$2.97M	0.07%	176
2024 Q3	$18.8M	Sell	261,976 -16,969	-6%	-$1.16M	0.1%	160
2024 Q2	$17.8M	Sell	278,945 -2,759	-1%	-$171K	0.1%	149
2024 Q1	$17.2M	Sell	281,704 -275,402	-49%	-$16.5M	0.1%	163
2023 Q4	$32.8M	Sell	557,106 -145,942	-21%	-$8.29M	0.19%	126
2023 Q3	$39.4M	Buy	703,048 +32,247	+5%	+$1.93M	0.28%	104
2023 Q2	$40.4M	Buy	670,801 +466,733	+229%	+$29M	0.29%	102
2023 Q1	$12.7M	Sell	204,068 -140,887	-41%	-$8.53M	0.09%	183
2022 Q4	$21.9M	Buy	+344,955	New	+$20.8M	0.16%	139

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AGF Management's KO Position: Q1 2026 in Review

AGF Management increased its Coca-Cola (KO) stake by 44% in Q1 2026, buying an estimated $6.63M and bringing the position to 287,950 shares worth $21.9M. The position accounts for 0.1% of the portfolio, ranked #145.

AGF Management first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $40.4M in Q2 2023. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

AGF Management held 287,950 shares of Coca-Cola worth $21.9M as of Q1 2026.
AGF Management bought 87,751 Coca-Cola shares in Q1 2026, an estimated $6.63M.
Coca-Cola made up 0.1% of AGF Management's portfolio in Q1 2026, its #145 holding.
AGF Management first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
AGF Management's Coca-Cola position peaked at $40.4M in Q2 2023.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.