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InceptionR’s Coca-Cola KO Stock Holding History

InceptionR’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 		– Sell
-8,079
Closed -$565K – 782
2025
Q4 		$565K Sell
8,079
-5,868
-42% -$409K 0.16% 243
2025
Q3 		$925K Buy
+13,947
New +$960K 0.22% 147
2024
Q4 		– Sell
-6,208
Closed -$446K – 751
2024
Q3 		$446K Buy
+6,208
New +$425K 0.11% 350
2024
Q2 		– Sell
-19,856
Closed -$1.21M – 732
2024
Q1 		$1.21M Buy
19,856
+8,110
+69% +$487K 0.31% 94
2023
Q4 		$692K Buy
11,746
+4,397
+60% +$250K 0.49% 35
2023
Q3 		$411K Sell
7,349
-7,402
-50% -$444K 0.23% 189
2023
Q2 		$888K Buy
14,751
+5,063
+52% +$315K 0.47% 39
2023
Q1 		$601K Buy
+9,688
New +$587K 0.19% 202

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

InceptionR's KO Position: Q1 2026 in Review

InceptionR sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 8,079 shares — an estimated $565K sold.

InceptionR first reported a position in KO in Q1 2023 and held it in 8 quarters. The position peaked at $1.21M in Q1 2024. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • InceptionR reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
  • InceptionR sold 8,079 Coca-Cola shares in Q1 2026, an estimated $565K.
  • InceptionR first reported a position in Coca-Cola in Q1 2023 and held it in 8 quarters.
  • InceptionR's Coca-Cola position peaked at $1.21M in Q1 2024.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.