Balyasny Asset Management
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Balyasny Asset Management’s Coca-Cola KO Stock Holding History

Balyasny Asset 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 		$37.4M Buy
491,400
+325,700
+197% +$24.6M 0.05% 444
2025
Q4 		$11.6M Buy
165,700
+156,900
+1,783% +$10.9M 0.01% 960
2025
Q3 		$584K Sell
8,800
-15,600
-64% -$1.07M ﹤0.01% 2329
2025
Q2 		$1.73M Sell
24,400
-24,200
-50% -$1.72M ﹤0.01% 1809
2025
Q1 		$3.48M Sell
48,600
-175,200
-78% -$11.7M 0.01% 1426
2024
Q4 		$13.9M Sell
223,800
-60,000
-21% -$3.92M 0.02% 818
2024
Q3 		$20.4M Buy
283,800
+105,600
+59% +$7.23M 0.03% 620
2024
Q2 		$11.3M Sell
178,200
-71,600
-29% -$4.43M 0.02% 830
2024
Q1 		$15.3M Buy
249,800
+38,700
+18% +$2.32M 0.03% 751
2023
Q4 		$12.4M Sell
211,100
-238,800
-53% -$13.6M 0.02% 786
2023
Q3 		$25.2M Buy
449,900
+176,200
+64% +$10.6M 0.05% 498
2023
Q2 		$16.5M Buy
273,700
+23,300
+9% +$1.45M 0.04% 596
2023
Q1 		$15.5M Buy
250,400
+30,800
+14% +$1.86M 0.04% 612
2022
Q4 		$14M Buy
219,600
+201,100
+1,087% +$12.1M 0.04% 611
2022
Q3 		$1.04M Sell
18,500
-567,400
-97% -$35.3M ﹤0.01% 1780
2022
Q2 		$36.9M Buy
585,900
+333,300
+132% +$21.1M 0.12% 227
2022
Q1 		$15.7M Buy
+252,600
New +$15.4M 0.05% 521
2015
Q1 		– Sell
-900,000
Closed -$38M – 1014
2014
Q4 		$38M Hold
900,000
– – 0.35% 71
2014
Q3 		$13.4M Buy
900,000
+600,000
+200% +$24.8M 0.1% 247
2014
Q2 		$12.7M Buy
+300,000
New +$12.2M 0.14% 181

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

Balyasny Asset Management's KO Position: Q1 2026 in Review

Balyasny Asset Management increased its Coca-Cola (KO) stake by 191% in Q1 2026, buying an estimated $109M and bringing the position to 2,206,778 shares worth $168M. The position accounts for 0.22% of the portfolio, ranked #79.

Balyasny Asset Management first reported a position in KO in Q2 2013 and has held it in 36 quarters since. The position peaked at $372M in Q4 2024. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Balyasny Asset Management held 2,206,778 shares of Coca-Cola worth $168M as of Q1 2026.
  • Balyasny Asset Management bought 1,447,918 Coca-Cola shares in Q1 2026, an estimated $109M.
  • Coca-Cola made up 0.22% of Balyasny Asset Management's portfolio in Q1 2026, its #79 holding.
  • Balyasny Asset Management first reported a position in Coca-Cola in Q2 2013 and has held it in 36 quarters since.
  • Balyasny Asset Management's Coca-Cola position peaked at $372M in Q4 2024.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.