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Crew Capital Management’s Coca-Cola KO Stock Holding History

Crew Capital 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 		$530K Buy
6,975
+881
+14% +$66.6K 0.35% 71
2025
Q4 		$426K Buy
6,094
+164
+3% +$11.4K 0.27% 78
2025
Q3 		$393K Sell
5,930
-400
-6% -$27.5K 0.26% 81
2025
Q2 		$448K Sell
6,330
-233
-4% -$16.6K 0.32% 76
2025
Q1 		$470K Buy
6,563
+279
+4% +$18.6K 0.38% 83
2024
Q4 		$391K Hold
6,284
– – 0.32% 94
2024
Q3 		$452K Sell
6,284
-1,400
-18% -$95.9K 0.36% 83
2024
Q2 		$489K Buy
7,684
+334
+5% +$20.7K 0.39% 75
2024
Q1 		$450K Buy
7,350
+1,723
+31% +$104K 0.36% 77
2023
Q4 		$332K Sell
5,627
-71
-1% -$4.03K 0.34% 59
2023
Q3 		$319K Buy
5,698
+20
+0.4% +$1.2K 0.34% 56
2023
Q2 		$342K Sell
5,678
-15
-0.3% -$933 0.39% 59
2023
Q1 		$353K Hold
5,693
– – 0.51% 51
2022
Q4 		$362K Sell
5,693
-33
-0.6% -$1.99K 0.52% 46
2022
Q3 		$321K Buy
5,726
+52
+0.9% +$3.23K 0.44% 58
2022
Q2 		$357K Sell
5,674
-324
-5% -$20.5K 0.45% 59
2022
Q1 		$372K Sell
5,998
-86
-1% -$5.23K 0.36% 68
2021
Q4 		$360K Sell
6,084
-205
-3% -$11.4K 0.3% 74
2021
Q3 		$330K Buy
6,289
+25
+0.4% +$1.39K 0.31% 74
2021
Q2 		$339K Buy
6,264
+152
+2% +$8.27K 0.32% 70
2021
Q1 		$322K Buy
+6,112
New +$308K 0.32% 71

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

Crew Capital Management's KO Position: Q1 2026 in Review

Crew Capital Management increased its Coca-Cola (KO) stake by 14% in Q1 2026, buying an estimated $66.6K and bringing the position to 6,975 shares worth $530K. The position accounts for 0.35% of the portfolio, ranked #71.

Crew Capital Management first reported a position in KO in Q1 2021 and has held it in 21 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Crew Capital Management held 6,975 shares of Coca-Cola worth $530K as of Q1 2026.
  • Crew Capital Management bought 881 Coca-Cola shares in Q1 2026, an estimated $66.6K.
  • Coca-Cola made up 0.35% of Crew Capital Management's portfolio in Q1 2026, its #71 holding.
  • Crew Capital Management first reported a position in Coca-Cola in Q1 2021 and has held it in 21 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Crew Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.