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Kagan Cocozza Asset Management’s Coca-Cola KO Stock Holding History

Kagan Cocozza 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 		$753K Sell
9,903
-971
-9% -$73.4K 0.53% 33
2025
Q4 		$760K Buy
10,874
+211
+2% +$14.7K 0.54% 32
2025
Q3 		$707K Sell
10,663
-465
-4% -$32K 0.54% 35
2025
Q2 		$787K Sell
11,128
-784
-7% -$55.8K 0.6% 32
2025
Q1 		$853K Buy
11,912
+548
+5% +$36.6K 0.7% 28
2024
Q4 		$708K Buy
+11,364
New +$742K 0.59% 36

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

Kagan Cocozza Asset Management's KO Position: Q1 2026 in Review

Kagan Cocozza Asset Management reduced its Coca-Cola (KO) stake by 8.9% in Q1 2026, selling an estimated $73.4K and leaving 9,903 shares worth $753K. The position accounts for 0.53% of the portfolio, ranked #33.

Kagan Cocozza Asset Management first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $853K in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Kagan Cocozza Asset Management held 9,903 shares of Coca-Cola worth $753K as of Q1 2026.
  • Kagan Cocozza Asset Management sold 971 Coca-Cola shares in Q1 2026, an estimated $73.4K.
  • Coca-Cola made up 0.53% of Kagan Cocozza Asset Management's portfolio in Q1 2026, its #33 holding.
  • Kagan Cocozza Asset Management first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • Kagan Cocozza Asset Management's Coca-Cola position peaked at $853K in Q1 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.