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COWA LLC’s Coca-Cola KO Stock Holding History

COWA LLC’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 		$792K Sell
10,412
-132
-1% -$9.98K 0.21% 79
2025
Q4 		$737K Sell
10,544
-414
-4% -$28.9K 0.22% 71
2025
Q3 		$727K Sell
10,958
-220
-2% -$15.1K 0.24% 73
2025
Q2 		$791K Buy
11,178
+783
+8% +$55.8K 0.3% 63
2025
Q1 		$745K Sell
10,395
-735
-7% -$49.1K 0.32% 61
2024
Q4 		$693K Buy
11,130
+111
+1% +$7.25K 0.32% 61
2024
Q3 		$792K Sell
11,019
-214
-2% -$14.7K 0.38% 58
2024
Q2 		$715K Buy
11,233
+13
+0.1% +$805 0.38% 52
2024
Q1 		$686K Sell
11,220
-52
-0.5% -$3.12K 0.4% 52
2023
Q4 		$664K Buy
11,272
+603
+6% +$34.3K 0.41% 48
2023
Q3 		$597K Buy
10,669
+12
+0.1% +$720 0.4% 51
2023
Q2 		$642K Buy
10,657
+12
+0.1% +$747 0.42% 50
2023
Q1 		$660K Buy
10,645
+1,550
+17% +$93.8K 0.54% 46
2022
Q4 		$579K Buy
9,095
+23
+0.3% +$1.39K 0.36% 59
2022
Q3 		$508K Buy
9,072
+10
+0.1% +$622 0.34% 64
2022
Q2 		$570K Buy
9,062
+11
+0.1% +$697 0.33% 67
2022
Q1 		$561K Hold
9,051
– – 0.28% 70
2021
Q4 		$536K Buy
9,051
+460
+5% +$25.6K 0.27% 68
2021
Q3 		$451K Hold
8,591
– – 0.26% 72
2021
Q2 		$464K Buy
8,591
+7
+0.1% +$381 0.29% 63
2021
Q1 		$455K Sell
8,584
-1,198
-12% -$60.3K 0.27% 65
2020
Q4 		$491K Buy
+9,782
New +$506K 0.37% 58

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

COWA LLC's KO Position: Q1 2026 in Review

COWA LLC reduced its Coca-Cola (KO) stake by 1.3% in Q1 2026, selling an estimated $9.98K and leaving 10,412 shares worth $792K. The position accounts for 0.21% of the portfolio, ranked #79.

COWA LLC first reported a position in KO in Q4 2020 and has held it in 22 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • COWA LLC held 10,412 shares of Coca-Cola worth $792K as of Q1 2026.
  • COWA LLC sold 132 Coca-Cola shares in Q1 2026, an estimated $9.98K.
  • Coca-Cola made up 0.21% of COWA LLC's portfolio in Q1 2026, its #79 holding.
  • COWA LLC first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on COWA LLC's 13F filing for Q1 2026, filed 14 May 2026.