Berkshire Money Management’s Coca-Cola KO Stock Holding History

Berkshire Money 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	–	Sell	-5,858	Closed	-$410K	–	87
2025 Q4	$410K	Buy	+5,858	New	+$408K	0.04%	81
2025 Q3	–	Sell	-2,976	Closed	-$211K	–	91
2025 Q2	$211K	Hold	2,976	–	–	0.02%	98
2025 Q1	$213K	Buy	+2,976	New	+$199K	0.02%	95
2024 Q2	–	Sell	-3,433	Closed	-$210K	–	59
2024 Q1	$210K	Buy	+3,433	New	+$206K	0.03%	82
2016 Q4	–	Sell	-5,619	Closed	-$238K	–	25
2016 Q3	$238K	Hold	5,619	–	–	0.07%	21
2016 Q2	$255K	Hold	5,619	–	–	0.09%	23
2016 Q1	$261K	Hold	5,619	–	–	0.08%	20
2015 Q4	$241K	Buy	5,619 +100	+2%	+$4.24K	0.07%	19
2015 Q3	$233K	Hold	5,519	–	–	0.07%	16
2015 Q2	$217K	Hold	5,519	–	–	0.06%	18
2015 Q1	$224K	Hold	5,519	–	–	0.07%	17
2014 Q4	$233K	Sell	5,519 -346	-6%	-$14.8K	0.07%	16
2014 Q3	$250K	Hold	5,865	–	–	0.11%	16
2014 Q2	$248K	Hold	5,865	–	–	0.17%	11
2014 Q1	$227K	Sell	5,865 -280	-5%	-$10.8K	0.1%	14
2013 Q4	$254K	Buy	+6,145	New	+$242K	0.09%	16
2013 Q3	–	Sell	-5,865	Closed	-$235K	–	17
2013 Q2	$235K	Buy	+5,865	New	+$243K	0.11%	16

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

Berkshire Money Management's KO Position: Q1 2026 in Review

Berkshire Money Management sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 5,858 shares — an estimated $410K sold.

Berkshire Money Management first reported a position in KO in Q2 2013 and held it in 17 quarters. The position peaked at $410K in Q4 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Berkshire Money Management reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 5,858 Coca-Cola shares in Q1 2026, an estimated $410K.
Berkshire Money Management first reported a position in Coca-Cola in Q2 2013 and held it in 17 quarters.
Berkshire Money Management's Coca-Cola position peaked at $410K in Q4 2025.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.