IC
KO icon

IEQ Capital’s Coca-Cola KO Stock Holding History

IEQ 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 		$22.1M Buy
291,105
+167,004
+135% +$12.6M 0.1% 193
2025
Q4 		$8.68M Buy
124,101
+70,564
+132% +$4.92M 0.03% 381
2025
Q3 		$3.55M Sell
53,537
-55,493
-51% -$3.82M 0.01% 580
2025
Q2 		$7.71M Sell
109,030
-113,076
-51% -$8.05M 0.05% 301
2025
Q1 		$15.9M Buy
222,106
+95,533
+75% +$6.38M 0.13% 123
2024
Q4 		$7.88M Sell
126,573
-62,440
-33% -$4.08M 0.08% 175
2024
Q3 		$13.6M Buy
189,013
+19,362
+11% +$1.33M 0.17% 88
2024
Q2 		$10.8M Buy
169,651
+24,167
+17% +$1.5M 0.15% 99
2024
Q1 		$8.9M Buy
145,484
+15,171
+12% +$911K 0.13% 110
2023
Q4 		$7.68M Buy
130,313
+1,608
+1% +$91.3K 0.13% 111
2023
Q3 		$7.2M Sell
128,705
-10,151
-7% -$609K 0.15% 102
2023
Q2 		$8.36M Buy
138,856
+8,790
+7% +$547K 0.17% 94
2023
Q1 		$8.07M Sell
130,066
-10,104
-7% -$612K 0.19% 88
2022
Q4 		$8.92M Sell
140,170
-32,793
-19% -$1.98M 0.25% 73
2022
Q3 		$9.69M Buy
172,963
+41,208
+31% +$2.56M 0.27% 62
2022
Q2 		$8.29M Buy
131,755
+33,785
+34% +$2.14M 0.25% 69
2022
Q1 		$6.07M Buy
97,970
+16,146
+20% +$982K 0.14% 96
2021
Q4 		$4.84M Buy
81,824
+7,829
+11% +$436K 0.11% 105
2021
Q3 		$3.88M Buy
73,995
+10,113
+16% +$564K 0.1% 117
2021
Q2 		$3.46M Buy
63,882
+18,584
+41% +$1.01M 0.1% 119
2021
Q1 		$2.39M Sell
45,298
-635
-1% -$32K 0.1% 121
2020
Q4 		$2.52M Buy
45,933
+1,281
+3% +$66.2K 0.11% 112
2020
Q3 		$2.2M Buy
44,652
+3,475
+8% +$167K 0.12% 107
2020
Q2 		$1.84M Sell
41,177
-22,675
-36% -$1.04M 0.12% 111
2020
Q1 		$2.83M Buy
63,852
+13,576
+27% +$733K 0.23% 67
2019
Q4 		$2.78M Buy
+50,276
New +$2.7M 0.24% 70

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

IEQ Capital's KO Position: Q1 2026 in Review

IEQ Capital increased its Coca-Cola (KO) stake by 135% in Q1 2026, buying an estimated $12.6M and bringing the position to 291,105 shares worth $22.1M. The position accounts for 0.1% of the portfolio, ranked #193.

IEQ Capital first reported a position in KO in Q4 2019 and has held it in 26 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • IEQ Capital held 291,105 shares of Coca-Cola worth $22.1M as of Q1 2026.
  • IEQ Capital bought 167,004 Coca-Cola shares in Q1 2026, an estimated $12.6M.
  • Coca-Cola made up 0.1% of IEQ Capital's portfolio in Q1 2026, its #193 holding.
  • IEQ Capital first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.