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

Alphinity 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 		$278M Sell
3,418,540
-720,346
-17% -$56.9M 4.63% 9
2026
Q1 		$315M Sell
4,138,886
-3,942,224
-49% -$298M 5.54% 6
2025
Q4 		$565M Buy
8,081,110
+894,953
+12% +$62.4M 5.72% 3
2025
Q3 		$477M Sell
7,186,157
-1,836,814
-20% -$126M 4.65% 7
2025
Q2 		$638M Sell
9,022,971
-5,323,908
-37% -$379M 5.46% 5
2025
Q1 		$1.03B Buy
14,346,879
+3,862,352
+37% +$258M 6.96% 1
2024
Q4 		$653M Buy
10,484,527
+783,161
+8% +$51.1M 3.55% 15
2024
Q3 		$697M Buy
+9,701,366
New +$664M 4.12% 15

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

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

Alphinity Investment Management reduced its Coca-Cola (KO) stake by 17% in Q2 2026, selling an estimated $56.9M and leaving 3,418,540 shares worth $278M. The position accounts for 4.63% of the portfolio, ranked #9.

Alphinity Investment Management first reported a position in KO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.03B in Q1 2025. 3,633 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Alphinity Investment Management held 3,418,540 shares of Coca-Cola worth $278M as of Q2 2026.
  • Alphinity Investment Management sold 720,346 Coca-Cola shares in Q2 2026, an estimated $56.9M.
  • Coca-Cola made up 4.63% of Alphinity Investment Management's portfolio in Q2 2026, its #9 holding.
  • Alphinity Investment Management first reported a position in Coca-Cola in Q3 2024 and has held it in 8 quarters since.
  • Alphinity Investment Management's Coca-Cola position peaked at $1.03B in Q1 2025.
  • 3,633 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Alphinity Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.