Enhancing Capital’s Coca-Cola KO Stock Holding History

Enhancing Capital’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	$930K	Hold	12,230	–	–	0.69%	40
2025 Q4	$855K	Hold	12,230	–	–	0.61%	44
2025 Q3	$811K	Hold	12,230	–	–	0.59%	47
2025 Q2	$865K	Hold	12,230	–	–	0.66%	44
2025 Q1	$876K	Hold	12,230	–	–	0.7%	43
2024 Q4	$761K	Buy	+12,230	New	+$798K	0.61%	48
2022 Q3	$667K	Hold	12,230	–	–	0.83%	44
2022 Q2	$769K	Hold	12,230	–	–	0.92%	41
2022 Q1	$758K	Hold	12,230	–	–	0.81%	47
2021 Q4	$724K	Buy	+12,230	New	+$681K	0.79%	45

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

Enhancing Capital's KO Position: Q1 2026 in Review

Enhancing Capital held its Coca-Cola (KO) position steady in Q1 2026 at 12,230 shares worth $930K. The position accounts for 0.69% of the portfolio, ranked #40.

Enhancing Capital first reported a position in KO in Q4 2021 and has held it in 10 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Enhancing Capital held 12,230 shares of Coca-Cola worth $930K as of Q1 2026.
Enhancing Capital left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.69% of Enhancing Capital's portfolio in Q1 2026, its #40 holding.
Enhancing Capital first reported a position in Coca-Cola in Q4 2021 and has held it in 10 quarters since.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Enhancing Capital's 13F filing for Q1 2026, filed 8 May 2026.