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EP Wealth Advisors’s Coca-Cola KO Stock Holding History

EP Wealth Advisors’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 		$9.31M Buy
122,415
+3,856
+3% +$292K 0.05% 227
2025
Q4 		$8.29M Buy
+118,559
New +$8.27M 0.04% 218
2025
Q2 		$8.36M Buy
118,163
+7,839
+7% +$558K 0.05% 205
2025
Q1 		$7.9M Sell
110,324
-1,245
-1% -$83.1K 0.06% 173
2024
Q4 		$6.95M Sell
111,569
-9,133
-8% -$596K 0.06% 181
2024
Q3 		$8.67M Buy
120,702
+22,515
+23% +$1.54M 0.07% 164
2024
Q2 		$6.25M Buy
98,187
+2,032
+2% +$126K 0.07% 161
2024
Q1 		$5.88M Buy
96,155
+3,616
+4% +$217K 0.07% 154
2023
Q4 		$5.45M Buy
92,539
+3,251
+4% +$185K 0.07% 146
2023
Q3 		$5M Buy
89,288
+86,351
+2,940% +$5.18M 0.08% 147
2023
Q2 		$5.29M Sell
2,937
-52,017
-95% -$3.24M 0.08% 144
2023
Q1 		$48.9K Sell
54,954
-14,922
-21% -$903K ﹤0.01% 606
2022
Q4 		$4.44M Buy
69,876
+4,490
+7% +$271K 0.08% 134
2022
Q3 		$3.66M Buy
65,386
+7,146
+12% +$444K 0.08% 134
2022
Q2 		$3.66M Buy
58,240
+4,398
+8% +$279K 0.08% 136
2022
Q1 		$3.34M Sell
53,842
-1,377
-2% -$83.7K 0.07% 150
2021
Q4 		$3.27M Sell
55,219
-2,058
-4% -$115K 0.08% 141
2021
Q3 		$3M Sell
57,277
-3,451
-6% -$192K 0.08% 134
2021
Q2 		$3.29M Sell
60,728
-726
-1% -$39.5K 0.09% 133
2021
Q1 		$3.24M Sell
61,454
-3,687
-6% -$186K 0.1% 129
2020
Q4 		$3.57M Buy
65,141
+1,581
+2% +$81.7K 0.13% 94
2020
Q3 		$3.14M Sell
63,560
-3,952
-6% -$190K 0.14% 85
2020
Q2 		$3.02M Sell
67,512
-20,907
-24% -$963K 0.13% 94
2020
Q1 		$3.91M Sell
88,419
-8,429
-9% -$455K 0.19% 82
2019
Q4 		$5.36M Sell
96,848
-1,166
-1% -$62.7K 0.22% 82
2019
Q3 		$5.34M Sell
98,014
-6
-0% -$321 0.26% 66
2019
Q2 		$4.99M Buy
98,020
+58,209
+146% +$2.85M 0.31% 50
2019
Q1 		$1.87M Buy
39,811
+1,178
+3% +$55.1K 0.18% 81
2018
Q4 		$1.83M Sell
38,633
-89
-0.2% -$4.26K 0.14% 87
2018
Q3 		$1.79M Buy
38,722
+16,904
+77% +$772K 0.14% 81
2018
Q2 		$957K Buy
21,818
+1,290
+6% +$55.7K 0.09% 86
2018
Q1 		$892K Buy
20,528
+723
+4% +$32.5K 0.09% 99
2017
Q4 		$909K Sell
19,805
-504
-2% -$23.2K 0.1% 84
2017
Q3 		$914K Sell
20,309
-1,215
-6% -$55.3K 0.11% 82
2017
Q2 		$965K Sell
21,524
-732
-3% -$32.3K 0.12% 84
2017
Q1 		$945K Sell
22,256
-502
-2% -$20.9K 0.13% 61
2016
Q4 		$629K Buy
+22,758
New +$947K 0.09% 75
2016
Q3 		– Sell
-17,252
Closed -$782K – 142
2016
Q2 		$782K Sell
17,252
-895
-5% -$40.4K 0.12% 58
2016
Q1 		$842K Sell
18,147
-1,166
-6% -$50.7K 0.13% 60
2015
Q4 		$830K Buy
19,313
+2,520
+15% +$107K 0.14% 74
2015
Q3 		$674K Buy
16,793
+173
+1% +$6.93K 0.13% 71
2015
Q2 		$652K Sell
16,620
-27
-0.2% -$1.1K 0.12% 60
2015
Q1 		$675K Sell
16,647
-1,084
-6% -$45.3K 0.13% 58
2014
Q4 		$749K Buy
17,731
+255
+1% +$10.9K 0.12% 68
2014
Q3 		$746K Buy
17,476
+834
+5% +$34.5K 0.12% 53
2014
Q2 		$705K Buy
16,642
+403
+2% +$16.4K 0.16% 54
2014
Q1 		$628K Sell
16,239
-578
-3% -$22.3K 0.17% 54
2013
Q4 		$695K Buy
16,817
+135
+0.8% +$5.33K 0.18% 58
2013
Q3 		$632K Sell
16,682
-2,051
-11% -$81.1K 0.2% 52
2013
Q2 		$751K Buy
+18,733
New +$776K 0.27% 39

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

EP Wealth Advisors's KO Position: Q1 2026 in Review

EP Wealth Advisors increased its Coca-Cola (KO) stake by 3.3% in Q1 2026, buying an estimated $292K and bringing the position to 122,415 shares worth $9.31M. The position accounts for 0.05% of the portfolio, ranked #227.

EP Wealth Advisors first reported a position in KO in Q2 2013 and has held it in 50 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • EP Wealth Advisors held 122,415 shares of Coca-Cola worth $9.31M as of Q1 2026.
  • EP Wealth Advisors bought 3,856 Coca-Cola shares in Q1 2026, an estimated $292K.
  • Coca-Cola made up 0.05% of EP Wealth Advisors's portfolio in Q1 2026, its #227 holding.
  • EP Wealth Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 50 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.