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Corda Investment Management’s Coca-Cola KO Stock Holding History

Corda Investment 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 		$31.6M Sell
415,342
-6,949
-2% -$525K 2.18% 23
2025
Q4 		$29.5M Sell
422,291
-7,815
-2% -$545K 2.15% 20
2025
Q3 		$28.5M Sell
430,106
-3,907
-0.9% -$269K 2.01% 24
2025
Q2 		$30.7M Sell
434,013
-8,955
-2% -$638K 2.26% 21
2025
Q1 		$31.7M Sell
442,968
-3,545
-0.8% -$237K 2.52% 19
2024
Q4 		$27.8M Sell
446,513
-7,085
-2% -$462K 2.22% 21
2024
Q3 		$32.6M Sell
453,598
-10,406
-2% -$713K 2.54% 17
2024
Q2 		$29.5M Sell
464,004
-7,456
-2% -$462K 2.4% 18
2024
Q1 		$28.8M Sell
471,460
-9,947
-2% -$598K 2.29% 22
2023
Q4 		$28.4M Sell
481,407
-9,418
-2% -$535K 2.38% 21
2023
Q3 		$27.5M Sell
490,825
-10,764
-2% -$646K 2.49% 15
2023
Q2 		$30.2M Sell
501,589
-12,969
-3% -$807K 2.36% 14
2023
Q1 		$31.9M Sell
514,558
-9,391
-2% -$569K 2.55% 12
2022
Q4 		$33.3M Sell
523,949
-7,957
-1% -$480K 2.71% 14
2022
Q3 		$29.8M Sell
531,906
-9,019
-2% -$561K 2.67% 15
2022
Q2 		$34M Sell
540,925
-6,577
-1% -$417K 2.89% 13
2022
Q1 		$33.9M Sell
547,502
-10,881
-2% -$662K 2.63% 15
2021
Q4 		$33.1M Sell
558,383
-3,721
-0.7% -$207K 2.6% 14
2021
Q3 		$29.5M Sell
562,104
-8,814
-2% -$491K 2.57% 14
2021
Q2 		$30.9M Sell
570,918
-12,947
-2% -$704K 2.65% 14
2021
Q1 		$30.8M Sell
583,865
-3,337
-0.6% -$168K 2.79% 12
2020
Q4 		$32.2M Sell
587,202
-15,945
-3% -$824K 3.24% 9
2020
Q3 		$29.8M Sell
603,147
-10,162
-2% -$489K 3.24% 7
2020
Q2 		$27.4M Sell
613,309
-4,525
-0.7% -$208K 3.15% 7
2020
Q1 		$27.3M Buy
617,834
+81,327
+15% +$4.39M 3.42% 6
2019
Q4 		$29.7M Sell
536,507
-6,815
-1% -$366K 3.19% 6
2019
Q3 		$29.6M Sell
543,322
-9,481
-2% -$508K 3.24% 5
2019
Q2 		$28.1M Sell
552,803
-12,396
-2% -$608K 3.05% 8
2019
Q1 		$26.5M Sell
565,199
-6,424
-1% -$300K 3.06% 9
2018
Q4 		$27.1M Sell
571,623
-18,475
-3% -$884K 3.33% 7
2018
Q3 		$27.3M Sell
590,098
-6,715
-1% -$307K 3.23% 8
2018
Q2 		$26.2M Sell
596,813
-7,769
-1% -$336K 3.24% 7
2018
Q1 		$26.3M Buy
604,582
+11,663
+2% +$524K 3.28% 8
2017
Q4 		$27.2M Sell
592,919
-18,578
-3% -$854K 3.26% 6
2017
Q3 		$27.5M Sell
611,497
-8,954
-1% -$407K 3.56% 5
2017
Q2 		$27.8M Buy
620,451
+2,429
+0.4% +$107K 3.96% 3
2017
Q1 		$26.2M Buy
618,022
+24,870
+4% +$1.04M 3.93% 4
2016
Q4 		$24.6M Buy
593,152
+4,064
+0.7% +$169K 3.8% 3
2016
Q3 		$24.8M Buy
589,088
+24,246
+4% +$1.06M 4.04% 3
2016
Q2 		$25.6M Sell
564,842
-3,113
-0.5% -$141K 4.1% 2
2016
Q1 		$26.3M Sell
567,955
-32,354
-5% -$1.41M 4.63% 1
2015
Q4 		$25.8M Sell
600,309
-8,402
-1% -$357K 4.85% 1
2015
Q3 		$24.4M Buy
608,711
+8,264
+1% +$331K 4.74% 1
2015
Q2 		$23.6M Buy
600,447
+18,029
+3% +$733K 4.39% 2
2015
Q1 		$23.6M Buy
582,418
+60,376
+12% +$2.53M 4.36% 3
2014
Q4 		$22M Buy
522,042
+10,126
+2% +$432K 4.16% 4
2014
Q3 		$21.8M Buy
511,916
+38,877
+8% +$1.61M 4.52% 3
2014
Q2 		$20M Buy
473,039
+32,608
+7% +$1.32M 4.17% 5
2014
Q1 		$17M Buy
440,431
+53,941
+14% +$2.08M 4.19% 5
2013
Q4 		$16M Buy
386,490
+19,350
+5% +$763K 3.84% 7
2013
Q3 		$13.9M Buy
367,140
+145,014
+65% +$5.73M 3.79% 7
2013
Q2 		$8.91M Buy
+222,126
New +$9.2M 3.03% 14

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

Corda Investment Management's KO Position: Q1 2026 in Review

Corda Investment Management reduced its Coca-Cola (KO) stake by 1.6% in Q1 2026, selling an estimated $525K and leaving 415,342 shares worth $31.6M. The position accounts for 2.18% of the portfolio, ranked #23.

Corda Investment Management first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $34M in Q2 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Corda Investment Management held 415,342 shares of Coca-Cola worth $31.6M as of Q1 2026.
  • Corda Investment Management sold 6,949 Coca-Cola shares in Q1 2026, an estimated $525K.
  • Coca-Cola made up 2.18% of Corda Investment Management's portfolio in Q1 2026, its #23 holding.
  • Corda Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • Corda Investment Management's Coca-Cola position peaked at $34M in Q2 2022.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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