EPIME
KO icon

Evelyn Partners Investment Management (Europe)’s Coca-Cola KO Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$598K Hold
7,863
– – 0.21% 57
2025
Q4 		$550K Sell
7,863
-100
-1% -$6.97K 0.18% 59
2025
Q3 		$528K Hold
7,963
– – 0.18% 57
2025
Q2 		$563K Sell
7,963
-800
-9% -$57K 0.2% 58
2025
Q1 		$628K Sell
8,763
-1,130
-11% -$75.5K 0.23% 55
2024
Q4 		$616K Buy
+9,893
New +$646K 0.22% 56

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $1.81T AUM 41.13% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s KO Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its Coca-Cola (KO) position steady in Q1 2026 at 7,863 shares worth $598K. The position accounts for 0.21% of the portfolio, ranked #57.

Evelyn Partners Investment Management (Europe) first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $628K in Q1 2025. 3,564 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 7,863 shares of Coca-Cola worth $598K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.21% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #57 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management (Europe)'s Coca-Cola position peaked at $628K in Q1 2025.
  • 3,564 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.