Evelyn Partners Asset Management’s Coca-Cola KO Stock Holding History

Evelyn Partners 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	$606K	Buy	7,967 +610	+8%	+$46.1K	0.15%	73
2025 Q4	$514K	Hold	7,357	–	–	0.12%	75
2025 Q3	$488K	Hold	7,357	–	–	0.11%	77
2025 Q2	$521K	Hold	7,357	–	–	0.13%	70
2025 Q1	$527K	Hold	7,357	–	–	0.15%	69
2024 Q4	$458K	Buy	+7,357	New	+$480K	0.12%	72

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

Evelyn Partners Asset Management's KO Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its Coca-Cola (KO) stake by 8.3% in Q1 2026, buying an estimated $46.1K and bringing the position to 7,967 shares worth $606K. The position accounts for 0.15% of the portfolio, ranked #73.

Evelyn Partners Asset Management first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Evelyn Partners Asset Management held 7,967 shares of Coca-Cola worth $606K as of Q1 2026.
Evelyn Partners Asset Management bought 610 Coca-Cola shares in Q1 2026, an estimated $46.1K.
Coca-Cola made up 0.15% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #73 holding.
Evelyn Partners Asset Management first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.