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Capital Group Investment Management’s Coca-Cola KO Stock Holding History

Capital Group 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 		$1.26M Hold
16,520
– – 0.21% 101
2025
Q4 		$1.15M Buy
16,520
+9,534
+136% +$665K 0.19% 108
2025
Q3 		$463K Buy
6,986
+2,294
+49% +$158K 0.08% 130
2025
Q2 		$332K Buy
4,692
+1,460
+45% +$104K 0.06% 136
2025
Q1 		$231K Hold
3,232
– – 0.05% 140
2024
Q4 		$201K Buy
+3,232
New +$211K 0.04% 139

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

Capital Group Investment Management held its Coca-Cola (KO) position steady in Q1 2026 at 16,520 shares worth $1.26M. The position accounts for 0.21% of the portfolio, ranked #101.

Capital Group Investment Management first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Capital Group Investment Management held 16,520 shares of Coca-Cola worth $1.26M as of Q1 2026.
  • Capital Group Investment Management left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.21% of Capital Group Investment Management's portfolio in Q1 2026, its #101 holding.
  • Capital Group Investment Management first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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