GI
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GLOBALT Investments’s Coca-Cola KO Stock Holding History

GLOBALT Investments’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 		$8.2M Sell
107,793
-4,135
-4% -$313K 0.29% 45
2025
Q4 		$7.82M Sell
111,928
-2,571
-2% -$179K 0.29% 48
2025
Q3 		$7.59M Buy
114,499
+6,862
+6% +$472K 0.28% 46
2025
Q2 		$7.62M Sell
107,637
-4,644
-4% -$331K 0.29% 44
2025
Q1 		$8.04M Buy
112,281
+762
+0.7% +$50.9K 0.33% 40
2024
Q4 		$6.94M Sell
111,519
-1,583
-1% -$103K 0.27% 47
2024
Q3 		$8.13M Sell
113,102
-4,186
-4% -$287K 0.3% 35
2024
Q2 		$7.47M Sell
117,288
-1,571
-1% -$97.2K 0.3% 42
2024
Q1 		$7.27M Sell
118,859
-2,047
-2% -$123K 0.29% 45
2023
Q4 		$7.13M Buy
+120,906
New +$6.87M 0.3% 42

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

GLOBALT Investments's KO Position: Q1 2026 in Review

GLOBALT Investments reduced its Coca-Cola (KO) stake by 3.7% in Q1 2026, selling an estimated $313K and leaving 107,793 shares worth $8.2M. The position accounts for 0.29% of the portfolio, ranked #45.

GLOBALT Investments first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • GLOBALT Investments held 107,793 shares of Coca-Cola worth $8.2M as of Q1 2026.
  • GLOBALT Investments sold 4,135 Coca-Cola shares in Q1 2026, an estimated $313K.
  • Coca-Cola made up 0.29% of GLOBALT Investments's portfolio in Q1 2026, its #45 holding.
  • GLOBALT Investments first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.