Empirical Asset Management’s Coca-Cola KO Stock Holding History

Empirical Asset 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	$495K	Sell	6,508 -18,603	-74%	-$1.41M	0.13%	216
2025 Q4	$539K	Buy	25,111 +1,962	+8%	+$137K	0.15%	189
2025 Q3	$382K	Buy	23,149 +15,232	+192%	+$1.05M	0.11%	262
2025 Q2	$560K	Buy	7,917 +212	+3%	+$15.1K	0.17%	190
2025 Q1	$552K	Sell	7,705 -108,190	-93%	-$7.23M	0.19%	164
2024 Q4	$417K	Buy	115,895 +103,018	+800%	+$6.72M	0.14%	185
2024 Q3	$374K	Buy	12,877 +192	+2%	+$13.1K	0.13%	198
2024 Q2	$320K	Buy	+12,685	New	+$785K	0.12%	237

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

Empirical Asset Management's KO Position: Q1 2026 in Review

Empirical Asset Management reduced its Coca-Cola (KO) stake by 74% in Q1 2026, selling an estimated $1.41M and leaving 6,508 shares worth $495K. The position accounts for 0.13% of the portfolio, ranked #216.

Empirical Asset Management first reported a position in KO in Q2 2024 and has held it in 8 quarters since. The position peaked at $560K in Q2 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Empirical Asset Management held 6,508 shares of Coca-Cola worth $495K as of Q1 2026.
Empirical Asset Management sold 18,603 Coca-Cola shares in Q1 2026, an estimated $1.41M.
Coca-Cola made up 0.13% of Empirical Asset Management's portfolio in Q1 2026, its #216 holding.
Empirical Asset Management first reported a position in Coca-Cola in Q2 2024 and has held it in 8 quarters since.
Empirical Asset Management's Coca-Cola position peaked at $560K in Q2 2025.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.