FWL Investment Management’s Coca-Cola KO Stock Holding History

FWL Investment 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	$698K	Buy	9,180 +8,932	+3,602%	+$675K	0.15%	64
2025 Q4	$17.3K	Buy	+248	New	+$17.3K	﹤0.01%	233
2025 Q3	–	Sell	-22	Closed	-$1.56K	–	363
2025 Q2	$1.56K	Buy	+22	New	+$1.57K	﹤0.01%	302
2024 Q2	–	Sell	-105	Closed	-$6.42K	–	255
2024 Q1	$6.42K	Sell	105 -47	-31%	-$2.82K	﹤0.01%	182
2023 Q4	$8.96K	Buy	+152	New	+$8.63K	0.01%	164
2023 Q1	–	Sell	-111	Closed	-$7.06K	–	138
2022 Q4	$7.06K	Buy	+111	New	+$6.7K	0.01%	145

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

FWL Investment Management's KO Position: Q1 2026 in Review

FWL Investment Management increased its Coca-Cola (KO) stake by 3,602% in Q1 2026, buying an estimated $675K and bringing the position to 9,180 shares worth $698K. The position accounts for 0.15% of the portfolio, ranked #64.

FWL Investment Management first reported a position in KO in Q4 2022 and has held it in 6 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

FWL Investment Management held 9,180 shares of Coca-Cola worth $698K as of Q1 2026.
FWL Investment Management bought 8,932 Coca-Cola shares in Q1 2026, an estimated $675K.
Coca-Cola made up 0.15% of FWL Investment Management's portfolio in Q1 2026, its #64 holding.
FWL Investment Management first reported a position in Coca-Cola in Q4 2022 and has held it in 6 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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