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Cascades Capital Asset Management’s Coca-Cola KO Stock Holding History

Cascades Capital Asset 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 		$260K Buy
3,422
+131
+4% +$9.9K 0.11% 114
2025
Q4 		$230K Buy
3,291
+23
+0.7% +$1.6K 0.1% 120
2025
Q3 		$217K Buy
3,268
+442
+16% +$30.4K 0.1% 120
2025
Q2 		$200K Buy
2,826
+887
+46% +$63.2K 0.1% 114
2025
Q1 		$139K Buy
+1,939
New +$129K 0.07% 128

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

Cascades Capital Asset Management's KO Position: Q1 2026 in Review

Cascades Capital Asset Management increased its Coca-Cola (KO) stake by 4% in Q1 2026, buying an estimated $9.9K and bringing the position to 3,422 shares worth $260K. The position accounts for 0.11% of the portfolio, ranked #114.

Cascades Capital Asset Management first reported a position in KO in Q1 2025 and has held it in 5 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Cascades Capital Asset Management held 3,422 shares of Coca-Cola worth $260K as of Q1 2026.
  • Cascades Capital Asset Management bought 131 Coca-Cola shares in Q1 2026, an estimated $9.9K.
  • Coca-Cola made up 0.11% of Cascades Capital Asset Management's portfolio in Q1 2026, its #114 holding.
  • Cascades Capital Asset Management first reported a position in Coca-Cola in Q1 2025 and has held it in 5 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.