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Azimuth Capital Investment Management’s Coca-Cola KO Stock Holding History

Azimuth Capital 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 		$11.9M Sell
156,031
-20
-0% -$1.51K 0.45% 76
2025
Q4 		$10.9M Buy
156,051
+699
+0.4% +$48.7K 0.39% 85
2025
Q3 		$10.3M Buy
155,352
+197
+0.1% +$13.6K 0.37% 89
2025
Q2 		$11M Buy
155,155
+35,981
+30% +$2.56M 0.41% 84
2025
Q1 		$8.54M Buy
119,174
+1,765
+2% +$118K 0.34% 104
2024
Q4 		$7.31M Sell
117,409
-13,438
-10% -$877K 0.28% 113
2024
Q3 		$9.4M Buy
130,847
+958
+0.7% +$65.6K 0.37% 92
2024
Q2 		$8.27M Buy
129,889
+1,770
+1% +$110K 0.34% 97
2024
Q1 		$7.84M Buy
128,119
+4,470
+4% +$269K 0.32% 106
2023
Q4 		$7.29M Sell
123,649
-4,250
-3% -$241K 0.33% 104
2023
Q3 		$7.16M Buy
127,899
+297
+0.2% +$17.8K 0.35% 102
2023
Q2 		$7.68M Sell
127,602
-1,000
-0.8% -$62.2K 0.37% 98
2023
Q1 		$7.98M Buy
128,602
+11,371
+10% +$688K 0.39% 90
2022
Q4 		$7.46M Sell
117,231
-1,940
-2% -$117K 0.38% 91
2022
Q3 		$6.68M Sell
119,171
-1,898
-2% -$118K 0.37% 92
2022
Q2 		$7.62M Buy
+121,069
New +$7.67M 0.38% 90

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

Azimuth Capital Investment Management's KO Position: Q1 2026 in Review

Azimuth Capital Investment Management reduced its Coca-Cola (KO) stake by 0.01% in Q1 2026, selling an estimated $1.51K and leaving 156,031 shares worth $11.9M. The position accounts for 0.45% of the portfolio, ranked #76.

Azimuth Capital Investment Management first reported a position in KO in Q2 2022 and has held it in 16 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Azimuth Capital Investment Management held 156,031 shares of Coca-Cola worth $11.9M as of Q1 2026.
  • Azimuth Capital Investment Management sold 20 Coca-Cola shares in Q1 2026, an estimated $1.51K.
  • Coca-Cola made up 0.45% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #76 holding.
  • Azimuth Capital Investment Management first reported a position in Coca-Cola in Q2 2022 and has held it in 16 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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