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

Cresset 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
2023
Q3 		– Sell
-80,000
Closed -$4.82M – 1898
2023
Q2 		$4.82M Buy
+80,000
New +$4.98M 0.01% 424

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

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

Cresset Asset Management increased its Coca-Cola (KO) stake by 21% in Q1 2026, buying an estimated $4.45M and bringing the position to 340,449 shares worth $26M. The position accounts for 0.11% of the portfolio, ranked #118.

Cresset Asset Management first reported a position in KO in Q4 2018 and has held it in 30 quarters since. The position peaked at $45.7M in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Cresset Asset Management held 340,449 shares of Coca-Cola worth $26M as of Q1 2026.
  • Cresset Asset Management bought 58,846 Coca-Cola shares in Q1 2026, an estimated $4.45M.
  • Coca-Cola made up 0.11% of Cresset Asset Management's portfolio in Q1 2026, its #118 holding.
  • Cresset Asset Management first reported a position in Coca-Cola in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Coca-Cola position peaked at $45.7M in Q3 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.