EH
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Equitable Holdings’s Coca-Cola KO Stock Holding History

Equitable Holdings’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
Q2 		$17.6M Sell
216,307
-78,742
-27% -$6.22M 0.11% 184
2026
Q1 		$21.3M Buy
295,049
+105,556
+56% +$7.98M 0.14% 142
2025
Q4 		$13.2M Buy
189,493
+21,733
+13% +$1.52M 0.09% 193
2025
Q3 		$11.1M Buy
167,760
+6,308
+4% +$434K 0.08% 209
2025
Q2 		$11.4M Buy
161,452
+15,865
+11% +$1.13M 0.09% 183
2025
Q1 		$10.4M Buy
145,587
+5,819
+4% +$389K 0.1% 177
2024
Q4 		$8.7M Buy
139,768
+8,766
+7% +$572K 0.08% 195
2024
Q3 		$9.41M Buy
131,002
+7,220
+6% +$494K 0.09% 178
2024
Q2 		$7.88M Buy
123,782
+4,695
+4% +$291K 0.08% 191
2024
Q1 		$7.29M Buy
119,087
+4,244
+4% +$255K 0.08% 184
2023
Q4 		$6.77M Buy
114,843
+6,580
+6% +$374K 0.08% 180
2023
Q3 		$6.06M Buy
108,263
+13,165
+14% +$790K 0.09% 175
2023
Q2 		$5.73M Buy
95,098
+7,489
+9% +$466K 0.08% 167
2023
Q1 		$5.43M Buy
87,609
+3,981
+5% +$241K 0.09% 162
2022
Q4 		$5.32M Buy
83,628
+3,867
+5% +$233K 0.09% 154
2022
Q3 		$4.47M Buy
79,761
+2,693
+3% +$167K 0.09% 162
2022
Q2 		$4.85M Buy
77,068
+1,173
+2% +$74.4K 0.09% 148
2022
Q1 		$4.71M Buy
75,895
+6,488
+9% +$395K 0.08% 163
2021
Q4 		$4.11M Buy
69,407
+948
+1% +$52.8K 0.06% 186
2021
Q3 		$3.59M Buy
68,459
+3,346
+5% +$187K 0.06% 185
2021
Q2 		$3.52M Buy
65,113
+1,295
+2% +$70.5K 0.06% 179
2021
Q1 		$3.36M Buy
63,818
+3,227
+5% +$162K 0.07% 171
2020
Q4 		$3.32M Sell
60,591
-4,427
-7% -$229K 0.08% 162
2020
Q3 		$3.21M Sell
65,018
-2,994
-4% -$144K 0.08% 147
2020
Q2 		$3.04M Buy
68,012
+4,816
+8% +$222K 0.09% 141
2020
Q1 		$2.8M Buy
63,196
+10,286
+19% +$556K 0.1% 128
2019
Q4 		$2.93M Buy
+52,910
New +$2.84M 0.09% 139

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Equitable Holdings's KO Position: Q2 2026 in Review

Equitable Holdings reduced its Coca-Cola (KO) stake by 27% in Q2 2026, selling an estimated $6.22M and leaving 216,307 shares worth $17.6M. The position accounts for 0.11% of the portfolio, ranked #184.

Equitable Holdings first reported a position in KO in Q4 2019 and has held it in 27 quarters since. The position peaked at $21.3M in Q1 2026. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Equitable Holdings held 216,307 shares of Coca-Cola worth $17.6M as of Q2 2026.
  • Equitable Holdings sold 78,742 Coca-Cola shares in Q2 2026, an estimated $6.22M.
  • Coca-Cola made up 0.11% of Equitable Holdings's portfolio in Q2 2026, its #184 holding.
  • Equitable Holdings first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's Coca-Cola position peaked at $21.3M in Q1 2026.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.