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Councilmark Asset Management’s Coca-Cola KO Stock Holding History

Councilmark 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 		$707K Sell
9,302
-200
-2% -$15.1K 0.41% 45
2025
Q4 		$664K Hold
9,502
– – 0.37% 47
2025
Q3 		$630K Sell
9,502
-100
-1% -$6.88K 0.36% 51
2025
Q2 		$679K Buy
9,602
+126
+1% +$8.97K 0.43% 48
2025
Q1 		$679K Hold
9,476
– – 0.46% 48
2024
Q4 		$590K Hold
9,476
– – 0.4% 49
2024
Q3 		$681K Sell
9,476
-300
-3% -$20.5K 0.46% 49
2024
Q2 		$622K Hold
9,776
– – 0.44% 49
2024
Q1 		$598K Buy
+9,776
New +$587K 0.43% 50

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

Councilmark Asset Management's KO Position: Q1 2026 in Review

Councilmark Asset Management reduced its Coca-Cola (KO) stake by 2.1% in Q1 2026, selling an estimated $15.1K and leaving 9,302 shares worth $707K. The position accounts for 0.41% of the portfolio, ranked #45.

Councilmark Asset Management first reported a position in KO in Q1 2024 and has held it in 9 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Councilmark Asset Management held 9,302 shares of Coca-Cola worth $707K as of Q1 2026.
  • Councilmark Asset Management sold 200 Coca-Cola shares in Q1 2026, an estimated $15.1K.
  • Coca-Cola made up 0.41% of Councilmark Asset Management's portfolio in Q1 2026, its #45 holding.
  • Councilmark Asset Management first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Councilmark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.