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Interchange Capital Partners’s Coca-Cola KO Stock Holding History

Interchange Capital Partners’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 		$531K Sell
7,356
-14,298
-66% -$1.08M 0.17% 135
2025
Q4 		$1.51M Buy
21,654
+11,510
+113% +$802K 0.28% 74
2025
Q3 		$673K Buy
10,144
+2,550
+34% +$176K 0.13% 139
2025
Q2 		$537K Buy
7,594
+157
+2% +$11.2K 0.12% 146
2025
Q1 		$533K Sell
7,437
-336
-4% -$22.4K 0.15% 132
2024
Q4 		$484K Sell
7,773
-686
-8% -$44.8K 0.17% 133
2024
Q3 		$608K Sell
8,459
-436
-5% -$29.9K 0.21% 114
2024
Q2 		$566K Buy
8,895
+3,310
+59% +$205K 0.21% 123
2024
Q1 		$341K Sell
5,585
-36
-0.6% -$2.16K 0.23% 105
2023
Q4 		$331K Sell
5,621
-811
-13% -$46.1K 0.25% 100
2023
Q3 		$360K Sell
6,432
-3,278
-34% -$197K 0.29% 84
2023
Q2 		$587K Buy
9,710
+219
+2% +$13.6K 0.45% 60
2023
Q1 		$592K Buy
9,491
+5,319
+127% +$322K 0.32% 80
2022
Q4 		$265K Sell
4,172
-2,394
-36% -$145K 0.27% 90
2022
Q3 		$367K Sell
6,566
-86
-1% -$5.34K 0.4% 69
2022
Q2 		$418K Sell
6,652
-400
-6% -$25.4K 0.47% 62
2022
Q1 		$437K Sell
7,052
-1,220
-15% -$74.2K 0.45% 76
2021
Q4 		$489K Buy
+8,272
New +$461K 0.49% 69
2021
Q2 		– Sell
-12,440
Closed -$714K – 163
2021
Q1 		$714K Sell
12,440
-1,586
-11% -$79.8K 0.39% 86
2020
Q4 		$769K Buy
+14,026
New +$725K 0.42% 59

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

Interchange Capital Partners's KO Position: Q1 2026 in Review

Interchange Capital Partners reduced its Coca-Cola (KO) stake by 66% in Q1 2026, selling an estimated $1.08M and leaving 7,356 shares worth $531K. The position accounts for 0.17% of the portfolio, ranked #135.

Interchange Capital Partners first reported a position in KO in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.51M in Q4 2025. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Interchange Capital Partners held 7,356 shares of Coca-Cola worth $531K as of Q1 2026.
  • Interchange Capital Partners sold 14,298 Coca-Cola shares in Q1 2026, an estimated $1.08M.
  • Coca-Cola made up 0.17% of Interchange Capital Partners's portfolio in Q1 2026, its #135 holding.
  • Interchange Capital Partners first reported a position in Coca-Cola in Q4 2020 and has held it in 20 quarters since.
  • Interchange Capital Partners's Coca-Cola position peaked at $1.51M in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.