Avalon Trust’s Coca-Cola KO Stock Holding History

Avalon Trust’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	$195K	Buy	2,561 +780	+44%	+$59K	0.01%	157
2025 Q4	$124K	Sell	1,781 -60	-3%	-$4.18K	0.01%	183
2025 Q3	$122K	Sell	1,841 -940	-34%	-$64.7K	0.01%	206
2025 Q2	$197K	Buy	2,781 +182	+7%	+$13K	0.01%	139
2025 Q1	$186K	Sell	2,599 -327	-11%	-$21.8K	0.01%	136
2024 Q4	$182K	Sell	2,926 -1,833	-39%	-$120K	0.01%	129
2024 Q3	$342K	Hold	4,759	–	–	0.03%	99
2024 Q2	$303K	Hold	4,759	–	–	0.02%	105
2024 Q1	$291K	Buy	4,759 +1,833	+63%	+$110K	0.02%	115
2023 Q4	$172K	Hold	2,926	–	–	0.02%	134
2023 Q3	$164K	Sell	2,926 -500	-15%	-$30K	0.02%	126
2023 Q2	$206K	Sell	3,426 -739	-18%	-$46K	0.02%	122
2023 Q1	$258K	Buy	+4,165	New	+$252K	0.03%	110

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avalon Trust's KO Position: Q1 2026 in Review

Avalon Trust increased its Coca-Cola (KO) stake by 44% in Q1 2026, buying an estimated $59K and bringing the position to 2,561 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #157.

Avalon Trust first reported a position in KO in Q1 2023 and has held it in 13 quarters since. The position peaked at $342K in Q3 2024. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Avalon Trust held 2,561 shares of Coca-Cola worth $195K as of Q1 2026.
Avalon Trust bought 780 Coca-Cola shares in Q1 2026, an estimated $59K.
Coca-Cola made up 0.01% of Avalon Trust's portfolio in Q1 2026, its #157 holding.
Avalon Trust first reported a position in Coca-Cola in Q1 2023 and has held it in 13 quarters since.
Avalon Trust's Coca-Cola position peaked at $342K in Q3 2024.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.