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
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 $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

Equitable Holdings's KO Position: Q1 2026 in Review

Equitable Holdings increased its Coca-Cola (KO) stake by 56% in Q1 2026, buying an estimated $7.98M and bringing the position to 295,049 shares worth $21.3M. The position accounts for 0.14% of the portfolio, ranked #142.

Equitable Holdings first reported a position in KO in Q4 2019 and has held it in 26 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Equitable Holdings held 295,049 shares of Coca-Cola worth $21.3M as of Q1 2026.
  • Equitable Holdings bought 105,556 Coca-Cola shares in Q1 2026, an estimated $7.98M.
  • Coca-Cola made up 0.14% of Equitable Holdings's portfolio in Q1 2026, its #142 holding.
  • Equitable Holdings first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.