E Fund Management’s Coca-Cola KO Stock Holding History

E Fund 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	$3.14M	Buy	+41,294	New	+$3.12M	0.09%	113
2025 Q2	$2.97M	Sell	41,993 -11,634	-22%	-$829K	0.14%	90
2025 Q1	$3.84M	Buy	53,627 +9,708	+22%	+$648K	0.18%	75
2024 Q4	$2.73M	Buy	43,919 +16,366	+59%	+$1.07M	0.14%	90
2024 Q3	$1.98M	Buy	27,553 +2,403	+10%	+$165K	0.1%	94
2024 Q2	$1.6M	Buy	25,150 +2,798	+13%	+$173K	0.09%	95
2024 Q1	$1.37M	Buy	22,352 +15,116	+209%	+$908K	0.08%	95
2023 Q4	$426K	Buy	7,236 +1,162	+19%	+$66K	0.03%	189
2023 Q3	$340K	Sell	6,074 -426	-7%	-$25.6K	0.03%	195
2023 Q2	$391K	Sell	6,500 -750	-10%	-$46.7K	0.03%	178
2023 Q1	$450K	Sell	7,250 -285	-4%	-$17.3K	0.03%	136
2022 Q4	$479K	Sell	7,535 -347	-4%	-$20.9K	0.04%	136
2022 Q3	$442K	Buy	7,882 +135	+2%	+$8.39K	0.04%	155
2022 Q2	$487K	Buy	7,747 +164	+2%	+$10.4K	0.04%	144
2022 Q1	$470K	Sell	7,583 -990	-12%	-$60.2K	0.02%	133
2021 Q4	$508K	Buy	8,573 +110	+1%	+$6.13K	0.02%	154
2021 Q3	$447K	Buy	+8,463	New	+$472K	0.02%	151
2021 Q1	$359K	Buy	+6,818	New	+$343K	0.03%	163

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

E Fund Management's KO Position: Q1 2026 in Review

E Fund Management opened a new position in Coca-Cola (KO) in Q1 2026: 41,294 shares worth $3.14M. The stake represents 0.09% of the portfolio and ranks #113 among its holdings. This is a return to the name: E Fund Management previously reported a position in KO as recently as Q2 2025.

E Fund Management first reported a position in KO in Q1 2021 and has held it in 18 quarters since. The position peaked at $3.84M in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

E Fund Management held 41,294 shares of Coca-Cola worth $3.14M as of Q1 2026.
Coca-Cola was a new E Fund Management position in Q1 2026.
Coca-Cola made up 0.09% of E Fund Management's portfolio in Q1 2026, its #113 holding.
E Fund Management first reported a position in Coca-Cola in Q1 2021 and has held it in 18 quarters since.
E Fund Management's Coca-Cola position peaked at $3.84M in Q1 2025.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on E Fund Management's 13F filing for Q1 2026, filed 13 Apr 2026.