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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
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 $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

Alphinity Investment Management's KO Position: Q1 2026 in Review

Alphinity Investment Management reduced its Coca-Cola (KO) stake by 49% in Q1 2026, selling an estimated $298M and leaving 4,138,886 shares worth $315M. The position accounts for 5.54% of the portfolio, ranked #6.

Alphinity Investment Management first reported a position in KO in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.03B in Q1 2025. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Alphinity Investment Management held 4,138,886 shares of Coca-Cola worth $315M as of Q1 2026.
  • Alphinity Investment Management sold 3,942,224 Coca-Cola shares in Q1 2026, an estimated $298M.
  • Coca-Cola made up 5.54% of Alphinity Investment Management's portfolio in Q1 2026, its #6 holding.
  • Alphinity Investment Management first reported a position in Coca-Cola in Q3 2024 and has held it in 7 quarters since.
  • Alphinity Investment Management's Coca-Cola position peaked at $1.03B in Q1 2025.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Alphinity Investment Management's 13F filing for Q1 2026, filed 12 May 2026.