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Bolthouse Investments’s Coca-Cola KO Stock Holding History

Bolthouse Investments’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 		$413K Hold
5,431
– – 0.37% 50
2025
Q4 		$380K Hold
5,431
– – 0.34% 53
2025
Q3 		$360K Hold
5,431
– – 0.33% 54
2025
Q2 		$384K Sell
5,431
-2,542
-32% -$181K 0.38% 51
2025
Q1 		$571K Hold
7,973
– – 0.6% 38
2024
Q4 		$496K Buy
+7,973
New +$520K 0.46% 48

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

Bolthouse Investments's KO Position: Q1 2026 in Review

Bolthouse Investments held its Coca-Cola (KO) position steady in Q1 2026 at 5,431 shares worth $413K. The position accounts for 0.37% of the portfolio, ranked #50.

Bolthouse Investments first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $571K in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Bolthouse Investments held 5,431 shares of Coca-Cola worth $413K as of Q1 2026.
  • Bolthouse Investments left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.37% of Bolthouse Investments's portfolio in Q1 2026, its #50 holding.
  • Bolthouse Investments first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • Bolthouse Investments's Coca-Cola position peaked at $571K in Q1 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Bolthouse Investments's 13F filing for Q1 2026, filed 28 Apr 2026.