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Fusion Capital’s Coca-Cola KO Stock Holding History

Fusion 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 		$245K Buy
3,224
+57
+2% +$4.31K 0.07% 87
2025
Q4 		$221K Buy
3,167
+12
+0.4% +$837 0.06% 92
2025
Q3 		$217K Buy
3,155
+192
+6% +$13.2K 0.06% 95
2025
Q2 		$210K Buy
2,963
+105
+4% +$7.48K 0.07% 90
2025
Q1 		$205K Buy
+2,858
New +$191K 0.08% 77

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

Fusion Capital's KO Position: Q1 2026 in Review

Fusion Capital increased its Coca-Cola (KO) stake by 1.8% in Q1 2026, buying an estimated $4.31K and bringing the position to 3,224 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #87.

Fusion Capital first reported a position in KO in Q1 2025 and has held it in 5 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Fusion Capital held 3,224 shares of Coca-Cola worth $245K as of Q1 2026.
  • Fusion Capital bought 57 Coca-Cola shares in Q1 2026, an estimated $4.31K.
  • Coca-Cola made up 0.07% of Fusion Capital's portfolio in Q1 2026, its #87 holding.
  • Fusion Capital first reported a position in Coca-Cola in Q1 2025 and has held it in 5 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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