F/M Investments’s Coca-Cola KO Stock Holding History

F/M Investments’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	$1.34M	Sell	17,678 -108,344	-86%	-$8.19M	0.09%	135
2025 Q4	$8.81M	Sell	126,022 -1,237	-1%	-$86.2K	0.33%	69
2025 Q3	$8.44M	Sell	127,259 -3,391	-3%	-$233K	0.33%	73
2025 Q2	$9.24M	Sell	130,650 -392,164	-75%	-$27.9M	0.34%	63
2025 Q1	$37.4M	Buy	522,814 +1,641	+0.3%	+$110K	1.49%	14
2024 Q4	$32.4M	Buy	521,173 +6,025	+1%	+$393K	1.2%	16
2024 Q3	$37M	Buy	515,148 +31,258	+6%	+$2.14M	1.16%	17
2024 Q2	$30.8M	Buy	+483,890	New	+$30M	1.11%	16
2021 Q2	–	Sell	-39,957	Closed	-$2.11M	–	85
2021 Q1	$2.11M	Buy	+39,957	New	+$2.01M	1.66%	20

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

F/M Investments's KO Position: Q1 2026 in Review

F/M Investments reduced its Coca-Cola (KO) stake by 86% in Q1 2026, selling an estimated $8.19M and leaving 17,678 shares worth $1.34M. The position accounts for 0.09% of the portfolio, ranked #135.

F/M Investments first reported a position in KO in Q1 2021 and has held it in 9 quarters since. The position peaked at $37.4M in Q1 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

F/M Investments held 17,678 shares of Coca-Cola worth $1.34M as of Q1 2026.
F/M Investments sold 108,344 Coca-Cola shares in Q1 2026, an estimated $8.19M.
Coca-Cola made up 0.09% of F/M Investments's portfolio in Q1 2026, its #135 holding.
F/M Investments first reported a position in Coca-Cola in Q1 2021 and has held it in 9 quarters since.
F/M Investments's Coca-Cola position peaked at $37.4M in Q1 2025.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.