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Fullerton Fund Management’s Coca-Cola KO Stock Holding History

Fullerton Fund 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 		$309K Buy
+4,068
New +$308K 0.02% 95
2025
Q4 		– Sell
-9,252
Closed -$614K – 142
2025
Q3 		$614K Sell
9,252
-142,919
-94% -$9.84M 0.02% 73
2025
Q2 		$10.8M Sell
152,171
-32,937
-18% -$2.35M 0.44% 36
2025
Q1 		$13.3M Buy
185,108
+133,910
+262% +$8.94M 0.85% 29
2024
Q4 		$3.19M Sell
51,198
-594,025
-92% -$38.8M 0.11% 49
2024
Q3 		$46.4M Buy
645,223
+626,560
+3,357% +$42.9M 1.95% 17
2024
Q2 		$1.19M Buy
18,663
+1,843
+11% +$114K 0.05% 49
2024
Q1 		$1.03M Sell
16,820
-302,126
-95% -$18.1M 0.05% 53
2023
Q4 		$18.8M Sell
318,946
-162,123
-34% -$9.21M 1.09% 26
2023
Q3 		$26.9M Buy
481,069
+103,795
+28% +$6.23M 1.89% 19
2023
Q2 		$22.7M Sell
377,274
-223,489
-37% -$13.9M 1.59% 24
2023
Q1 		$37.3M Sell
600,763
-345,046
-36% -$20.9M 2.84% 11
2022
Q4 		$60.2M Sell
945,809
-7,559
-0.8% -$456K 4.48% 5
2022
Q3 		$53.4M Buy
953,368
+297,980
+45% +$18.5M 3.97% 5
2022
Q2 		$41.2M Sell
655,388
-133,235
-17% -$8.45M 2.74% 15
2022
Q1 		$48.9M Buy
+788,623
New +$48M 2.58% 13
2020
Q4 		– Sell
-14,972
Closed -$739K – 87
2020
Q3 		$739K Buy
+14,972
New +$720K 0.1% 49

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

Fullerton Fund Management's KO Position: Q1 2026 in Review

Fullerton Fund Management opened a new position in Coca-Cola (KO) in Q1 2026: 4,068 shares worth $309K. The stake represents 0.02% of the portfolio and ranks #95 among its holdings. This is a return to the name: Fullerton Fund Management previously reported a position in KO as recently as Q3 2025.

Fullerton Fund Management first reported a position in KO in Q3 2020 and has held it in 17 quarters since. The position peaked at $60.2M in Q4 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Fullerton Fund Management held 4,068 shares of Coca-Cola worth $309K as of Q1 2026.
  • Coca-Cola was a new Fullerton Fund Management position in Q1 2026.
  • Coca-Cola made up 0.02% of Fullerton Fund Management's portfolio in Q1 2026, its #95 holding.
  • Fullerton Fund Management first reported a position in Coca-Cola in Q3 2020 and has held it in 17 quarters since.
  • Fullerton Fund Management's Coca-Cola position peaked at $60.2M in Q4 2022.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Fullerton Fund Management's 13F filing for Q1 2026, filed 15 May 2026.