Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Coca-Cola KO Stock Holding History

Capital Fund Management (CFM)’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 		$13.3M Sell
175,400
-119,500
-41% -$9.03M 0.06% 444
2025
Q4 		$20.6M Sell
294,900
-79,000
-21% -$5.51M 0.06% 481
2025
Q3 		$24.8M Sell
373,900
-362,800
-49% -$25M 0.07% 422
2025
Q2 		$52.1M Sell
736,700
-210,100
-22% -$15M 0.14% 198
2025
Q1 		$67.8M Buy
946,800
+160,200
+20% +$10.7M 0.2% 142
2024
Q4 		$49M Buy
786,600
+32,900
+4% +$2.15M 0.12% 233
2024
Q3 		$54.2M Buy
753,700
+729,400
+3,002% +$49.9M 0.15% 182
2024
Q2 		$1.55M Sell
24,300
-172,300
-88% -$10.7M ﹤0.01% 1477
2024
Q1 		$12M Sell
196,600
-134,000
-41% -$8.05M 0.03% 648
2023
Q4 		$19.5M Sell
330,600
-50,300
-13% -$2.86M 0.05% 463
2023
Q3 		$21.3M Buy
380,900
+349,700
+1,121% +$21M 0.07% 339
2023
Q2 		$1.88M Sell
31,200
-66,000
-68% -$4.11M 0.01% 1212
2023
Q1 		$6.03M Sell
97,200
-144,500
-60% -$8.75M 0.03% 670
2022
Q4 		$15.4M Sell
241,700
-99,300
-29% -$5.99M 0.1% 268
2022
Q3 		$19.1M Buy
341,000
+294,100
+627% +$18.3M 0.15% 172
2022
Q2 		$2.95M Sell
46,900
-76,200
-62% -$4.83M 0.03% 681
2022
Q1 		$7.63M Buy
123,100
+81,700
+197% +$4.97M 0.06% 423
2021
Q4 		$2.45M Sell
41,400
-53,000
-56% -$2.95M 0.02% 950
2021
Q3 		$4.95M Sell
94,400
-507,900
-84% -$28.3M 0.04% 587
2021
Q2 		$32.6M Buy
602,300
+579,000
+2,485% +$31.5M 0.26% 83
2021
Q1 		$1.23M Sell
23,300
-149,900
-87% -$7.54M 0.01% 912
2020
Q4 		$9.5M Sell
173,200
-145,500
-46% -$7.52M 0.09% 269
2020
Q3 		$15.7M Sell
318,700
-378,800
-54% -$18.2M 0.19% 142
2020
Q2 		$31.2M Buy
697,500
+670,600
+2,493% +$30.9M 0.49% 35
2020
Q1 		$1.19M Sell
26,900
-416,200
-94% -$22.5M 0.02% 719
2019
Q4 		$24.5M Buy
443,100
+5,800
+1% +$312K 0.19% 129
2019
Q3 		$23.8M Buy
437,300
+321,400
+277% +$17.2M 0.21% 123
2019
Q2 		$5.9M Buy
115,900
+3,400
+3% +$167K 0.05% 451
2019
Q1 		$5.27M Sell
112,500
-76,500
-40% -$3.58M 0.05% 475
2018
Q4 		$8.95M Sell
189,000
-54,700
-22% -$2.62M 0.08% 343
2018
Q3 		$11.3M Buy
243,700
+125,400
+106% +$5.73M 0.06% 451
2018
Q2 		$5.19M Buy
+118,300
New +$5.11M 0.03% 723
2018
Q1 		– Sell
-29,300
Closed -$1.34M – 2019
2017
Q4 		$1.34M Sell
29,300
-163,800
-85% -$7.53M 0.01% 1111
2017
Q3 		$8.69M Sell
193,100
-48,600
-20% -$2.21M 0.06% 370
2017
Q2 		$10.8M Buy
241,700
+190,900
+376% +$8.43M 0.09% 282
2017
Q1 		$2.16M Sell
50,800
-94,900
-65% -$3.96M 0.02% 710
2016
Q4 		$6.04M Buy
145,700
+38,100
+35% +$1.59M 0.05% 433
2016
Q3 		$4.55M Sell
107,600
-253,200
-70% -$11.1M 0.04% 491
2016
Q2 		$16.4M Buy
360,800
+176,700
+96% +$7.99M 0.15% 169
2016
Q1 		$8.54M Sell
184,100
-108,900
-37% -$4.74M 0.08% 286
2015
Q4 		$12.6M Buy
+293,000
New +$12.4M 0.13% 220
2015
Q3 		– Sell
-9,400
Closed -$369K – 1546
2015
Q2 		$369K Buy
9,400
+3,800
+68% +$155K ﹤0.01% 1184
2015
Q1 		$227K Sell
5,600
-60,600
-92% -$2.53M ﹤0.01% 1335
2014
Q4 		$2.79M Sell
66,200
-23,700
-26% -$1.01M 0.03% 597
2014
Q3 		$3.83M Buy
89,900
+75,300
+516% +$3.11M 0.04% 474
2014
Q2 		$618K Sell
14,600
-10,100
-41% -$410K 0.01% 1133
2014
Q1 		$955K Sell
24,700
-120,200
-83% -$4.64M 0.01% 976
2013
Q4 		$5.99M Sell
144,900
-145,100
-50% -$5.72M 0.07% 331
2013
Q3 		$11M Sell
290,000
-117,300
-29% -$4.64M 0.15% 164
2013
Q2 		$16.3M Buy
+407,300
New +$16.9M 0.25% 71

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

Capital Fund Management (CFM)'s KO Position: Q1 2026 in Review

Capital Fund Management (CFM) opened a new position in Coca-Cola (KO) in Q1 2026: 705,864 shares worth $53.7M. The stake represents 0.24% of the portfolio and ranks #67 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in KO as recently as Q3 2023.

Capital Fund Management (CFM) first reported a position in KO in Q2 2013 and has held it in 28 quarters since. The position peaked at $70.5M in Q1 2023. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Capital Fund Management (CFM) held 705,864 shares of Coca-Cola worth $53.7M as of Q1 2026.
  • Coca-Cola was a new Capital Fund Management (CFM) position in Q1 2026.
  • Coca-Cola made up 0.24% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #67 holding.
  • Capital Fund Management (CFM) first reported a position in Coca-Cola in Q2 2013 and has held it in 28 quarters since.
  • Capital Fund Management (CFM)'s Coca-Cola position peaked at $70.5M in Q1 2023.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.