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Catalyst Funds Management’s Coca-Cola KO Stock Holding History

Catalyst Funds 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 		$409K Buy
+5,375
New +$406K 0.07% 287
2025
Q2 		– Sell
-30,060
Closed -$2.15M – 586
2025
Q1 		$2.15M Sell
30,060
-14,505
-33% -$969K 0.56% 46
2024
Q4 		$2.77M Buy
44,565
+17,665
+66% +$1.15M 0.68% 32
2024
Q3 		$1.93M Buy
26,900
+18,200
+209% +$1.25M 0.42% 37
2024
Q2 		$554K Buy
+8,700
New +$539K 0.15% 93

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

Catalyst Funds Management's KO Position: Q1 2026 in Review

Catalyst Funds Management opened a new position in Coca-Cola (KO) in Q1 2026: 5,375 shares worth $409K. The stake represents 0.07% of the portfolio and ranks #287 among its holdings. This is a return to the name: Catalyst Funds Management previously reported a position in KO as recently as Q1 2025.

Catalyst Funds Management first reported a position in KO in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.77M in Q4 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Catalyst Funds Management held 5,375 shares of Coca-Cola worth $409K as of Q1 2026.
  • Coca-Cola was a new Catalyst Funds Management position in Q1 2026.
  • Coca-Cola made up 0.07% of Catalyst Funds Management's portfolio in Q1 2026, its #287 holding.
  • Catalyst Funds Management first reported a position in Coca-Cola in Q2 2024 and has held it in 5 quarters since.
  • Catalyst Funds Management's Coca-Cola position peaked at $2.77M in Q4 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.