FORA Capital’s Coca-Cola KO Stock Holding History

FORA Capital’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	$1.36M	Buy	+17,929	New	+$1.36M	0.1%	202
2025 Q4	–	Sell	-90,324	Closed	-$5.99M	–	559
2025 Q3	$5.99M	Buy	+90,324	New	+$6.22M	1.06%	15
2025 Q1	–	Sell	-20,872	Closed	-$1.3M	–	582
2024 Q4	$1.3M	Buy	+20,872	New	+$1.36M	0.15%	177
2024 Q1	–	Sell	-34,443	Closed	-$2.03M	–	501
2023 Q4	$2.03M	Sell	34,443 -57,136	-62%	-$3.25M	0.17%	158
2023 Q3	$5.13M	Buy	+91,579	New	+$5.49M	0.45%	60
2023 Q2	–	Sell	-84,765	Closed	-$5.26M	–	493
2023 Q1	$5.26M	Buy	+84,765	New	+$5.13M	0.53%	42
2022 Q4	–	Sell	-96,840	Closed	-$5.42M	–	577
2022 Q3	$5.42M	Buy	+96,840	New	+$6.02M	1.04%	16
2021 Q1	–	Sell	-12,606	Closed	-$691K	–	940
2020 Q4	$691K	Buy	+12,606	New	+$652K	0.11%	215
2020 Q2	–	Sell	-69,077	Closed	-$3.06M	–	1119
2020 Q1	$3.06M	Sell	69,077 -126,545	-65%	-$6.83M	0.66%	19
2019 Q4	$10.8M	Buy	+195,622	New	+$10.5M	1.09%	13

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

FORA Capital's KO Position: Q1 2026 in Review

FORA Capital opened a new position in Coca-Cola (KO) in Q1 2026: 17,929 shares worth $1.36M. The stake represents 0.1% of the portfolio and ranks #202 among its holdings. This is a return to the name: FORA Capital previously reported a position in KO as recently as Q3 2025.

FORA Capital first reported a position in KO in Q4 2019 and has held it in 10 quarters since. The position peaked at $10.8M in Q4 2019. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

FORA Capital held 17,929 shares of Coca-Cola worth $1.36M as of Q1 2026.
Coca-Cola was a new FORA Capital position in Q1 2026.
Coca-Cola made up 0.1% of FORA Capital's portfolio in Q1 2026, its #202 holding.
FORA Capital first reported a position in Coca-Cola in Q4 2019 and has held it in 10 quarters since.
FORA Capital's Coca-Cola position peaked at $10.8M in Q4 2019.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.