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Blueprint Investment Partners’s Coca-Cola KO Stock Holding History

Blueprint Investment Partners’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 		$1.83M Buy
24,118
+8,061
+50% +$609K 0.19% 75
2025
Q4 		$1.12M Buy
+16,057
New +$1.12M 0.12% 88
2025
Q2 		– Sell
-15,596
Closed -$1.12M – 87
2025
Q1 		$1.12M Buy
15,596
+11,556
+286% +$772K 0.2% 64
2024
Q4 		$252K Sell
4,040
-11,156
-73% -$728K 0.04% 168
2024
Q3 		$1.09M Sell
15,196
-4,167
-22% -$285K 0.2% 65
2024
Q2 		$1.23M Sell
19,363
-921
-5% -$57K 0.27% 50
2024
Q1 		$1.24M Buy
20,284
+10,590
+109% +$636K 0.25% 53
2023
Q4 		$571K Buy
9,694
+4,826
+99% +$274K 0.16% 68
2023
Q3 		$273K Sell
4,868
-11,076
-69% -$664K 0.09% 95
2023
Q2 		$960K Buy
15,944
+4,929
+45% +$307K 0.34% 48
2023
Q1 		$683K Sell
11,015
-20,120
-65% -$1.22M 0.16% 88
2022
Q4 		$1.98M Buy
31,135
+11,086
+55% +$669K 0.42% 51
2022
Q3 		$1.12M Sell
20,049
-8,288
-29% -$515K 0.31% 56
2022
Q2 		$1.78M Buy
28,337
+4,817
+20% +$305K 0.48% 38
2022
Q1 		$1.46M Buy
23,520
+9,027
+62% +$549K 0.38% 57
2021
Q4 		$858K Buy
14,493
+3,999
+38% +$223K 0.21% 86
2021
Q3 		$551K Buy
10,494
+5,010
+91% +$279K 0.28% 61
2021
Q2 		$297K Sell
5,484
-254
-4% -$13.8K 0.24% 55
2021
Q1 		$302K Buy
5,738
+5,734
+143,350% +$289K 0.24% 46
2020
Q4 		$209 Sell
4
-3,801
-100% -$197K 0.17% 55
2020
Q3 		$209K Buy
+3,805
New +$183K 0.17% 59

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

Blueprint Investment Partners's KO Position: Q1 2026 in Review

Blueprint Investment Partners increased its Coca-Cola (KO) stake by 50% in Q1 2026, buying an estimated $609K and bringing the position to 24,118 shares worth $1.83M. The position accounts for 0.19% of the portfolio, ranked #75.

Blueprint Investment Partners first reported a position in KO in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.98M in Q4 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Blueprint Investment Partners held 24,118 shares of Coca-Cola worth $1.83M as of Q1 2026.
  • Blueprint Investment Partners bought 8,061 Coca-Cola shares in Q1 2026, an estimated $609K.
  • Coca-Cola made up 0.19% of Blueprint Investment Partners's portfolio in Q1 2026, its #75 holding.
  • Blueprint Investment Partners first reported a position in Coca-Cola in Q3 2020 and has held it in 21 quarters since.
  • Blueprint Investment Partners's Coca-Cola position peaked at $1.98M in Q4 2022.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Blueprint Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.