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Cambria Investment Management’s Coca-Cola KO Stock Holding History

Cambria Investment 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 		$659K Buy
8,670
+5,246
+153% +$397K 0.04% 344
2025
Q4 		$239K Buy
+3,424
New +$239K 0.01% 555
2017
Q4 		– Sell
-11,913
Closed -$536K – 209
2017
Q3 		$536K Buy
+11,913
New +$542K 0.08% 191

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

Cambria Investment Management's KO Position: Q1 2026 in Review

Cambria Investment Management increased its Coca-Cola (KO) stake by 153% in Q1 2026, buying an estimated $397K and bringing the position to 8,670 shares worth $659K. The position accounts for 0.04% of the portfolio, ranked #344.

Cambria Investment Management first reported a position in KO in Q3 2017 and has held it in 3 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Cambria Investment Management held 8,670 shares of Coca-Cola worth $659K as of Q1 2026.
  • Cambria Investment Management bought 5,246 Coca-Cola shares in Q1 2026, an estimated $397K.
  • Coca-Cola made up 0.04% of Cambria Investment Management's portfolio in Q1 2026, its #344 holding.
  • Cambria Investment Management first reported a position in Coca-Cola in Q3 2017 and has held it in 3 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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