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DoubleLine ETF Adviser’s Coca-Cola KO Stock Holding History

DoubleLine ETF Adviser’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 		– Sell
-75,459
Closed -$5.28M – 197
2025
Q4 		$5.28M Buy
75,459
+1,138
+2% +$79.3K 1.58% 12
2025
Q3 		$4.93M Buy
+74,321
New +$5.12M 1.49% 14
2025
Q2 		– Sell
-70,252
Closed -$5.03M – 175
2025
Q1 		$5.03M Sell
70,252
-22,327
-24% -$1.49M 1.67% 12
2024
Q4 		$5.76M Sell
92,579
-27,035
-23% -$1.76M 1.56% 13
2024
Q3 		$8.6M Sell
119,614
-16,756
-12% -$1.15M 2.09% 9
2024
Q2 		$8.68M Sell
136,370
-9,424
-6% -$583K 2.29% 12
2024
Q1 		$8.92M Buy
+145,794
New +$8.76M 2.27% 10
2023
Q4 		– Sell
-56,329
Closed -$3.15M – 222
2023
Q3 		$3.15M Buy
+56,329
New +$3.38M 1.13% 19

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

DoubleLine ETF Adviser's KO Position: Q1 2026 in Review

DoubleLine ETF Adviser sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 75,459 shares — an estimated $5.28M sold.

DoubleLine ETF Adviser first reported a position in KO in Q3 2023 and held it in 8 quarters. The position peaked at $8.92M in Q1 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • DoubleLine ETF Adviser reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
  • DoubleLine ETF Adviser sold 75,459 Coca-Cola shares in Q1 2026, an estimated $5.28M.
  • DoubleLine ETF Adviser first reported a position in Coca-Cola in Q3 2023 and held it in 8 quarters.
  • DoubleLine ETF Adviser's Coca-Cola position peaked at $8.92M in Q1 2024.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on DoubleLine ETF Adviser's 13F filing for Q1 2026, filed 15 May 2026.