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AlTi Global’s Coca-Cola KO Stock Holding History

AlTi Global’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 		$7.13M Buy
87,174
+5,122
+6% +$405K 0.15% 84
2026
Q1 		$6.28M Sell
82,052
-301
-0.4% -$22.8K 0.14% 83
2025
Q4 		$5.76M Buy
82,353
+674
+0.8% +$47K 0.12% 88
2025
Q3 		$5.46M Buy
81,679
+1,369
+2% +$94.2K 0.13% 101
2025
Q2 		$5.71M Buy
80,310
+2,505
+3% +$178K 0.14% 89
2025
Q1 		$5.61M Sell
77,805
-5,081
-6% -$339K 0.15% 77
2024
Q4 		$5.16M Buy
82,886
+2,025
+3% +$132K 0.12% 95
2024
Q3 		$5.85M Sell
80,861
-5,529
-6% -$379K 0.14% 90
2024
Q2 		$5.54M Buy
86,390
+2,596
+3% +$161K 0.15% 76
2024
Q1 		$5.17M Buy
83,794
+63,340
+310% +$3.8M 0.14% 88
2023
Q4 		$1.21M Buy
+20,454
New +$1.16M 0.04% 168

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 $3.38T AUM 44.17% 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

AlTi Global's KO Position: Q2 2026 in Review

AlTi Global increased its Coca-Cola (KO) stake by 6.2% in Q2 2026, buying an estimated $405K and bringing the position to 87,174 shares worth $7.13M. The position accounts for 0.15% of the portfolio, ranked #84.

AlTi Global first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • AlTi Global held 87,174 shares of Coca-Cola worth $7.13M as of Q2 2026.
  • AlTi Global bought 5,122 Coca-Cola shares in Q2 2026, an estimated $405K.
  • Coca-Cola made up 0.15% of AlTi Global's portfolio in Q2 2026, its #84 holding.
  • AlTi Global first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.