Eight 31 Financial’s Coca-Cola KO Stock Holding History

Eight 31 Financial’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	$246K	Hold	3,234	–	–	0.15%	60
2025 Q4	$226K	Hold	3,234	–	–	0.12%	61
2025 Q3	$214K	Hold	3,234	–	–	0.12%	67
2025 Q2	$229K	Sell	3,234 -742	-19%	-$52.9K	0.15%	58
2025 Q1	$285K	Sell	3,976 -851	-18%	-$56.8K	0.18%	52
2024 Q4	$301K	Sell	4,827 -185	-4%	-$12.1K	0.23%	50
2024 Q3	$360K	Sell	5,012 -340	-6%	-$23.3K	0.28%	49
2024 Q2	$341K	Sell	5,352 -6,983	-57%	-$432K	0.26%	52
2024 Q1	$755K	Sell	12,335 -3,046	-20%	-$183K	0.47%	42
2023 Q4	$906K	Buy	+15,381	New	+$874K	0.56%	36

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

Eight 31 Financial's KO Position: Q1 2026 in Review

Eight 31 Financial held its Coca-Cola (KO) position steady in Q1 2026 at 3,234 shares worth $246K. The position accounts for 0.15% of the portfolio, ranked #60.

Eight 31 Financial first reported a position in KO in Q4 2023 and has held it in 10 quarters since. The position peaked at $906K in Q4 2023. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Eight 31 Financial held 3,234 shares of Coca-Cola worth $246K as of Q1 2026.
Eight 31 Financial left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.15% of Eight 31 Financial's portfolio in Q1 2026, its #60 holding.
Eight 31 Financial first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
Eight 31 Financial's Coca-Cola position peaked at $906K in Q4 2023.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Eight 31 Financial's 13F filing for Q1 2026, filed 15 May 2026.