Greenspring Advisors’s Coca-Cola KO Stock Holding History

Greenspring Advisors’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	$1.26M	Buy	16,583 +326	+2%	+$24.6K	0.08%	112
2025 Q4	$1.14M	Buy	16,257 +9,027	+125%	+$629K	0.07%	115
2025 Q3	$479K	Buy	+7,230	New	+$498K	0.08%	62
2025 Q1	$518K	Hold	7,230	–	–	0.12%	49
2024 Q4	$450K	Hold	7,230	–	–	0.1%	55
2024 Q3	$520K	Sell	7,230 -420	-5%	-$28.8K	0.11%	50
2024 Q2	$487K	Hold	7,650	–	–	0.12%	41
2024 Q1	$468K	Hold	7,650	–	–	0.12%	41
2023 Q4	$451K	Sell	7,650 -427	-5%	-$24.3K	0.12%	39
2023 Q3	$452K	Hold	8,077	–	–	0.14%	36
2023 Q2	$486K	Sell	8,077 -4,928	-38%	-$307K	0.15%	35
2023 Q1	$807K	Buy	13,005 +100	+0.8%	+$6.05K	0.18%	55
2022 Q4	$821K	Sell	12,905 -329	-2%	-$19.9K	0.22%	49
2022 Q3	$741K	Hold	13,234	–	–	0.23%	47
2022 Q2	$832K	Hold	13,234	–	–	0.24%	44
2022 Q1	$821K	Hold	13,234	–	–	0.22%	39
2021 Q4	$784K	Buy	+13,234	New	+$737K	0.2%	40

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

Greenspring Advisors's KO Position: Q1 2026 in Review

Greenspring Advisors increased its Coca-Cola (KO) stake by 2% in Q1 2026, buying an estimated $24.6K and bringing the position to 16,583 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #112.

Greenspring Advisors first reported a position in KO in Q4 2021 and has held it in 17 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Greenspring Advisors held 16,583 shares of Coca-Cola worth $1.26M as of Q1 2026.
Greenspring Advisors bought 326 Coca-Cola shares in Q1 2026, an estimated $24.6K.
Coca-Cola made up 0.08% of Greenspring Advisors's portfolio in Q1 2026, its #112 holding.
Greenspring Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 17 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.