J. Safra Asset Management’s Coca-Cola KO Stock Holding History

J. Safra Asset Management’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	$1.1M	Buy	14,422 +1,504	+12%	+$114K	0.06%	90
2025 Q4	$903K	Buy	12,918 +3,004	+30%	+$209K	0.05%	109
2025 Q3	$657K	Sell	9,914 -7,005	-41%	-$482K	0.04%	97
2025 Q2	$1.2M	Buy	16,919 +10,506	+164%	+$748K	0.08%	53
2025 Q1	$459K	Buy	6,413 +1,285	+25%	+$85.8K	0.04%	79
2024 Q4	$318K	Buy	5,128 +2,725	+113%	+$178K	0.03%	87
2024 Q3	$173K	Buy	2,403 +549	+30%	+$37.6K	0.02%	84
2024 Q2	$118K	Buy	1,854 +1,218	+192%	+$75.4K	0.01%	88
2024 Q1	$38.9K	Buy	636 +545	+599%	+$32.7K	﹤0.01%	103
2023 Q4	$5.36K	Buy	+91	New	+$5.17K	﹤0.01%	104
2016 Q1	–	Sell	-6,000	Closed	-$258K	–	107
2015 Q4	$258K	Buy	+6,000	New	+$255K	0.2%	87

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

J. Safra Asset Management's KO Position: Q1 2026 in Review

J. Safra Asset Management increased its Coca-Cola (KO) stake by 12% in Q1 2026, buying an estimated $114K and bringing the position to 14,422 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #90.

J. Safra Asset Management first reported a position in KO in Q4 2015 and has held it in 11 quarters since. The position peaked at $1.2M in Q2 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

J. Safra Asset Management held 14,422 shares of Coca-Cola worth $1.1M as of Q1 2026.
J. Safra Asset Management bought 1,504 Coca-Cola shares in Q1 2026, an estimated $114K.
Coca-Cola made up 0.06% of J. Safra Asset Management's portfolio in Q1 2026, its #90 holding.
J. Safra Asset Management first reported a position in Coca-Cola in Q4 2015 and has held it in 11 quarters since.
J. Safra Asset Management's Coca-Cola position peaked at $1.2M in Q2 2025.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.