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INVST’s Coca-Cola KO Stock Holding History

INVST’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 		$1.23M Sell
16,212
-3,007
-16% -$227K 0.14% 117
2025
Q4 		$1.34M Sell
19,219
-2,631
-12% -$183K 0.15% 116
2025
Q3 		$1.45M Sell
21,850
-95
-0.4% -$6.54K 0.16% 107
2025
Q2 		$1.55M Sell
21,945
-503
-2% -$35.8K 0.19% 97
2025
Q1 		$1.61M Sell
22,448
-10,648
-32% -$711K 0.22% 85
2024
Q4 		$2.06M Buy
33,096
+236
+0.7% +$15.4K 0.25% 75
2024
Q3 		$2.36M Sell
32,860
-464
-1% -$31.8K 0.29% 64
2024
Q2 		$2.11M Buy
33,324
+1,645
+5% +$102K 0.23% 67
2024
Q1 		$1.92M Buy
31,679
+6,819
+27% +$410K 0.23% 70
2023
Q4 		$1.49M Sell
24,860
-1,251
-5% -$71.1K 0.19% 75
2023
Q3 		$1.46M Buy
26,111
+1,866
+8% +$112K 0.21% 64
2023
Q2 		$1.46M Sell
24,245
-162
-0.7% -$10.1K 0.21% 59
2023
Q1 		$1.55M Buy
24,407
+20,622
+545% +$1.25M 0.24% 58
2022
Q4 		$232K Sell
3,785
-219
-5% -$13.2K 0.04% 150
2022
Q3 		$218K Buy
4,004
+490
+14% +$30.5K 0.04% 155
2022
Q2 		$224K Sell
3,514
-124
-3% -$7.86K 0.03% 161
2022
Q1 		$235K Buy
+3,638
New +$221K 0.04% 161

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

INVST's KO Position: Q1 2026 in Review

INVST reduced its Coca-Cola (KO) stake by 16% in Q1 2026, selling an estimated $227K and leaving 16,212 shares worth $1.23M. The position accounts for 0.14% of the portfolio, ranked #117.

INVST first reported a position in KO in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.36M in Q3 2024. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • INVST held 16,212 shares of Coca-Cola worth $1.23M as of Q1 2026.
  • INVST sold 3,007 Coca-Cola shares in Q1 2026, an estimated $227K.
  • Coca-Cola made up 0.14% of INVST's portfolio in Q1 2026, its #117 holding.
  • INVST first reported a position in Coca-Cola in Q1 2022 and has held it in 17 quarters since.
  • INVST's Coca-Cola position peaked at $2.36M in Q3 2024.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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