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

Evelyn Partners Investment Management Services’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 		$6.95M Buy
91,443
+2,911
+3% +$220K 0.82% 31
2025
Q4 		$6.19M Buy
88,532
+6,127
+7% +$427K 0.78% 37
2025
Q3 		$5.47M Buy
82,405
+15,668
+23% +$1.08M 0.73% 39
2025
Q2 		$4.72M Buy
66,737
+7,661
+13% +$546K 0.71% 41
2025
Q1 		$4.23M Buy
59,076
+12,236
+26% +$817K 0.69% 43
2024
Q4 		$2.92M Buy
+46,840
New +$3.06M 0.51% 48

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 $1.61T 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

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

Evelyn Partners Investment Management Services increased its Coca-Cola (KO) stake by 3.3% in Q1 2026, buying an estimated $220K and bringing the position to 91,443 shares worth $6.95M. The position accounts for 0.82% of the portfolio, ranked #31.

Evelyn Partners Investment Management Services first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,562 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Evelyn Partners Investment Management Services held 91,443 shares of Coca-Cola worth $6.95M as of Q1 2026.
  • Evelyn Partners Investment Management Services bought 2,911 Coca-Cola shares in Q1 2026, an estimated $220K.
  • Coca-Cola made up 0.82% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #31 holding.
  • Evelyn Partners Investment Management Services first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,562 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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