Betterment LLC’s Coca-Cola KO Stock Holding History

Betterment LLC’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	$214K	Buy	+2,813	New	+$213K	﹤0.01%	601

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

Betterment LLC's KO Position: Q1 2026 in Review

Betterment LLC opened a new position in Coca-Cola (KO) in Q1 2026: 2,813 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #601 among its holdings.

3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Betterment LLC held 2,813 shares of Coca-Cola worth $214K as of Q1 2026.
Coca-Cola was a new Betterment LLC position in Q1 2026.
Coca-Cola made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #601 holding.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.