AC
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AlphaCore Capital’s Coca-Cola KO Stock Holding History

AlphaCore Capital’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 		$1.84M Sell
24,096
-1,541
-6% -$116K 0.04% 264
2025
Q4 		$1.79M Buy
25,637
+5,475
+27% +$382K 0.04% 292
2025
Q3 		$1.35M Buy
20,162
+7,155
+55% +$492K 0.05% 245
2025
Q2 		$927K Buy
13,007
+1,396
+12% +$99.4K 0.04% 270
2025
Q1 		$837K Buy
+11,611
New +$775K 0.07% 190

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AlphaCore Capital's KO Position: Q1 2026 in Review

AlphaCore Capital reduced its Coca-Cola (KO) stake by 6% in Q1 2026, selling an estimated $116K and leaving 24,096 shares worth $1.84M. The position accounts for 0.04% of the portfolio, ranked #264.

AlphaCore Capital first reported a position in KO in Q1 2025 and has held it in 5 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • AlphaCore Capital held 24,096 shares of Coca-Cola worth $1.84M as of Q1 2026.
  • AlphaCore Capital sold 1,541 Coca-Cola shares in Q1 2026, an estimated $116K.
  • Coca-Cola made up 0.04% of AlphaCore Capital's portfolio in Q1 2026, its #264 holding.
  • AlphaCore Capital first reported a position in Coca-Cola in Q1 2025 and has held it in 5 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.