FPL
KO icon

Fortress Private Ledger’s Coca-Cola KO Stock Holding History

Fortress Private Ledger’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 		$669K Buy
8,798
+2,242
+34% +$169K 0.21% 101
2025
Q4 		$458K Buy
6,556
+844
+15% +$58.8K 0.15% 131
2025
Q3 		$379K Buy
5,712
+237
+4% +$16.3K 0.14% 132
2025
Q2 		$387K Buy
5,475
+705
+15% +$50.2K 0.18% 112
2025
Q1 		$342K Buy
4,770
+648
+16% +$43.3K 0.19% 108
2024
Q4 		$257K Buy
+4,122
New +$269K 0.16% 120

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

Fortress Private Ledger's KO Position: Q1 2026 in Review

Fortress Private Ledger increased its Coca-Cola (KO) stake by 34% in Q1 2026, buying an estimated $169K and bringing the position to 8,798 shares worth $669K. The position accounts for 0.21% of the portfolio, ranked #101.

Fortress Private Ledger first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Fortress Private Ledger held 8,798 shares of Coca-Cola worth $669K as of Q1 2026.
  • Fortress Private Ledger bought 2,242 Coca-Cola shares in Q1 2026, an estimated $169K.
  • Coca-Cola made up 0.21% of Fortress Private Ledger's portfolio in Q1 2026, its #101 holding.
  • Fortress Private Ledger first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.