Cascade Investment Group’s Coca-Cola KO Stock Holding History

Cascade Investment Group’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	$402K	Hold	5,286	–	–	0.26%	92
2025 Q4	$370K	Sell	5,286 -50	-0.9%	-$3.49K	0.25%	95
2025 Q3	$354K	Sell	5,336 -325	-6%	-$22.4K	0.23%	99
2025 Q2	$401K	Buy	5,661 +1,865	+49%	+$133K	0.28%	81
2025 Q1	$272K	Buy	3,796 +56	+1%	+$3.74K	0.21%	108
2024 Q4	$233K	Hold	3,740	–	–	0.17%	124
2024 Q3	$269K	Hold	3,740	–	–	0.2%	115
2024 Q2	$238K	Sell	3,740 -3,592	-49%	-$222K	0.19%	116
2024 Q1	$449K	Buy	7,332 +375	+5%	+$22.5K	0.34%	74
2023 Q4	$410K	Buy	6,957 +71	+1%	+$4.03K	0.33%	75
2023 Q3	$385K	Buy	6,886 +49	+0.7%	+$2.94K	0.36%	68
2023 Q2	$412K	Sell	6,837 -235	-3%	-$14.6K	0.38%	71
2023 Q1	$439K	Sell	7,072 -296	-4%	-$17.9K	0.43%	67
2022 Q4	$469K	Buy	+7,368	New	+$445K	0.49%	59

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

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

Cascade Investment Group held its Coca-Cola (KO) position steady in Q1 2026 at 5,286 shares worth $402K. The position accounts for 0.26% of the portfolio, ranked #92.

Cascade Investment Group first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $469K in Q4 2022. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Cascade Investment Group held 5,286 shares of Coca-Cola worth $402K as of Q1 2026.
Cascade Investment Group left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.26% of Cascade Investment Group's portfolio in Q1 2026, its #92 holding.
Cascade Investment Group first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
Cascade Investment Group's Coca-Cola position peaked at $469K in Q4 2022.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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