BW
KO icon

BIP Wealth’s Coca-Cola KO Stock Holding History

BIP Wealth’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 		$5.52M Sell
72,634
-1,791
-2% -$135K 0.22% 76
2025
Q4 		$5.2M Buy
74,425
+33,379
+81% +$2.33M 0.18% 83
2025
Q3 		$2.72M Buy
41,046
+1,796
+5% +$124K 0.13% 73
2025
Q2 		$2.78M Buy
39,250
+47
+0.1% +$3.35K 0.17% 59
2025
Q1 		$2.81M Buy
39,203
+466
+1% +$31.1K 0.18% 59
2024
Q4 		$2.41M Sell
38,737
-1,689
-4% -$110K 0.16% 58
2024
Q3 		$2.91M Buy
40,426
+5,913
+17% +$405K 0.2% 53
2024
Q2 		$2.2M Sell
34,513
-534
-2% -$33.1K 0.18% 54
2024
Q1 		$2.14M Buy
35,047
+591
+2% +$35.5K 0.16% 58
2023
Q4 		$2.03M Buy
34,456
+382
+1% +$21.7K 0.16% 57
2023
Q3 		$1.91M Buy
34,074
+9,330
+38% +$560K 0.18% 56
2023
Q2 		$1.49M Sell
24,744
-1,853
-7% -$115K 0.12% 66
2023
Q1 		$1.65M Buy
+26,597
New +$1.61M 0.18% 63

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

BIP Wealth's KO Position: Q1 2026 in Review

BIP Wealth reduced its Coca-Cola (KO) stake by 2.4% in Q1 2026, selling an estimated $135K and leaving 72,634 shares worth $5.52M. The position accounts for 0.22% of the portfolio, ranked #76.

BIP Wealth first reported a position in KO in Q1 2023 and has held it in 13 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • BIP Wealth held 72,634 shares of Coca-Cola worth $5.52M as of Q1 2026.
  • BIP Wealth sold 1,791 Coca-Cola shares in Q1 2026, an estimated $135K.
  • Coca-Cola made up 0.22% of BIP Wealth's portfolio in Q1 2026, its #76 holding.
  • BIP Wealth first reported a position in Coca-Cola in Q1 2023 and has held it in 13 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.