DI
KO icon

Disciplined Investors’s Coca-Cola KO Stock Holding History

Disciplined Investors’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 		$375K Sell
4,936
-99
-2% -$7.48K 0.22% 88
2025
Q4 		$352K Sell
5,035
-328
-6% -$22.9K 0.23% 84
2025
Q3 		$356K Buy
5,363
+317
+6% +$21.8K 0.25% 81
2025
Q2 		$357K Buy
5,046
+8
+0.2% +$570 0.28% 74
2025
Q1 		$361K Sell
5,038
-69
-1% -$4.61K 0.33% 68
2024
Q4 		$315K Buy
+5,107
New +$333K 0.3% 75

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

Disciplined Investors's KO Position: Q1 2026 in Review

Disciplined Investors reduced its Coca-Cola (KO) stake by 2% in Q1 2026, selling an estimated $7.48K and leaving 4,936 shares worth $375K. The position accounts for 0.22% of the portfolio, ranked #88.

Disciplined Investors first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Disciplined Investors held 4,936 shares of Coca-Cola worth $375K as of Q1 2026.
  • Disciplined Investors sold 99 Coca-Cola shares in Q1 2026, an estimated $7.48K.
  • Coca-Cola made up 0.22% of Disciplined Investors's portfolio in Q1 2026, its #88 holding.
  • Disciplined Investors first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Disciplined Investors's 13F filing for Q1 2026, filed 12 May 2026.