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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
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 $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

AlTi Global's KO Position: Q1 2026 in Review

AlTi Global reduced its Coca-Cola (KO) stake by 0.37% in Q1 2026, selling an estimated $22.8K and leaving 82,052 shares worth $6.28M. The position accounts for 0.14% of the portfolio, ranked #83.

AlTi Global first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • AlTi Global held 82,052 shares of Coca-Cola worth $6.28M as of Q1 2026.
  • AlTi Global sold 301 Coca-Cola shares in Q1 2026, an estimated $22.8K.
  • Coca-Cola made up 0.14% of AlTi Global's portfolio in Q1 2026, its #83 holding.
  • AlTi Global first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.