Clear Investment Research’s Coca-Cola KO Stock Holding History

Clear Investment Research’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	$322K	Buy	4,235 +141	+3%	+$10.7K	0.5%	42
2025 Q4	$286K	Buy	4,094 +13	+0.3%	+$906	0.47%	47
2025 Q3	$271K	Buy	4,081 +33	+0.8%	+$2.27K	0.36%	52
2025 Q2	$286K	Buy	4,048 +25	+0.6%	+$1.78K	0.36%	48
2025 Q1	$288K	Buy	4,023 +3,074	+324%	+$205K	0.38%	46
2024 Q4	$59.1K	Buy	949 +63	+7%	+$4.11K	0.08%	101
2024 Q3	$63.7K	Sell	886 -29	-3%	-$1.99K	0.08%	95
2024 Q2	$58.2K	Sell	915 -36	-4%	-$2.23K	0.08%	94
2024 Q1	$58.2K	Sell	951 -2	-0.2%	-$120	0.08%	93
2023 Q4	$56.2K	Buy	953 +25	+3%	+$1.42K	0.08%	101
2023 Q3	$52K	Buy	928 +246	+36%	+$14.8K	0.09%	88
2023 Q2	$41.1K	Buy	682 +81	+13%	+$5.04K	0.07%	96
2023 Q1	$37.3K	Buy	601 +169	+39%	+$10.2K	0.07%	91
2022 Q4	$27K	Hold	432	–	–	0.05%	93
2022 Q3	$24K	Buy	+432	New	+$26.8K	0.05%	100
2019 Q4	–	Sell	-42	Closed	-$2K	–	242
2019 Q3	$2K	Hold	42	–	–	﹤0.01%	114
2019 Q2	$2K	Hold	42	–	–	﹤0.01%	112
2019 Q1	$2K	Hold	42	–	–	﹤0.01%	107
2018 Q4	$2K	Hold	42	–	–	﹤0.01%	98
2018 Q3	$2K	Buy	+42	New	+$1.92K	﹤0.01%	111

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

Clear Investment Research's KO Position: Q1 2026 in Review

Clear Investment Research increased its Coca-Cola (KO) stake by 3.4% in Q1 2026, buying an estimated $10.7K and bringing the position to 4,235 shares worth $322K. The position accounts for 0.5% of the portfolio, ranked #42.

Clear Investment Research first reported a position in KO in Q3 2018 and has held it in 20 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Clear Investment Research held 4,235 shares of Coca-Cola worth $322K as of Q1 2026.
Clear Investment Research bought 141 Coca-Cola shares in Q1 2026, an estimated $10.7K.
Coca-Cola made up 0.5% of Clear Investment Research's portfolio in Q1 2026, its #42 holding.
Clear Investment Research first reported a position in Coca-Cola in Q3 2018 and has held it in 20 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.