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

Evelyn Partners Investment 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 		$75.6M Buy
993,773
+23,903
+2% +$1.81M 2.05% 14
2025
Q4 		$67.8M Buy
969,870
+99,598
+11% +$6.94M 1.87% 15
2025
Q3 		$57.7M Buy
870,272
+93,369
+12% +$6.43M 1.64% 15
2025
Q2 		$55M Buy
776,903
+26,406
+4% +$1.88M 1.68% 17
2025
Q1 		$53.8M Buy
750,497
+25,535
+4% +$1.71M 1.79% 16
2024
Q4 		$45.1M Buy
+724,962
New +$47.3M 1.46% 19

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

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

Evelyn Partners Investment Management increased its Coca-Cola (KO) stake by 2.5% in Q1 2026, buying an estimated $1.81M and bringing the position to 993,773 shares worth $75.6M. The position accounts for 2.05% of the portfolio, ranked #14.

Evelyn Partners Investment Management first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,558 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Evelyn Partners Investment Management held 993,773 shares of Coca-Cola worth $75.6M as of Q1 2026.
  • Evelyn Partners Investment Management bought 23,903 Coca-Cola shares in Q1 2026, an estimated $1.81M.
  • Coca-Cola made up 2.05% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #14 holding.
  • Evelyn Partners Investment Management first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,558 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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