Capital Group Private Client Services’s Coca-Cola KO Stock Holding History

Capital Group Private Client Services’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	$2.6M	Buy	34,206 +14,217	+71%	+$1.07M	0.04%	144
2025 Q4	$1.4M	Buy	19,989 +4,304	+27%	+$300K	0.02%	188
2025 Q3	$1.04M	Sell	15,685 -54,174	-78%	-$3.73M	0.02%	204
2025 Q2	$4.94M	Buy	69,859 +1,924	+3%	+$137K	0.04%	174
2025 Q1	$4.87M	Buy	67,935 +1,207	+2%	+$80.6K	0.05%	168
2024 Q4	$4.15M	Buy	66,728 +2,464	+4%	+$161K	0.04%	183
2024 Q3	$4.62M	Buy	+64,264	New	+$4.4M	0.04%	178

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Group Private Client Services's KO Position: Q1 2026 in Review

Capital Group Private Client Services increased its Coca-Cola (KO) stake by 71% in Q1 2026, buying an estimated $1.07M and bringing the position to 34,206 shares worth $2.6M. The position accounts for 0.04% of the portfolio, ranked #144.

Capital Group Private Client Services first reported a position in KO in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.94M in Q2 2025. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Capital Group Private Client Services held 34,206 shares of Coca-Cola worth $2.6M as of Q1 2026.
Capital Group Private Client Services bought 14,217 Coca-Cola shares in Q1 2026, an estimated $1.07M.
Coca-Cola made up 0.04% of Capital Group Private Client Services's portfolio in Q1 2026, its #144 holding.
Capital Group Private Client Services first reported a position in Coca-Cola in Q3 2024 and has held it in 7 quarters since.
Capital Group Private Client Services's Coca-Cola position peaked at $4.94M in Q2 2025.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.