KCM
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Kendall Capital Management’s Coca-Cola KO Stock Holding History

Kendall Capital 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 		$328K Buy
+4,319
New +$327K 0.07% 186
2025
Q4 		– Sell
-3,019
Closed -$200K – 237
2025
Q3 		$200K Buy
+3,019
New +$208K 0.05% 225

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

Kendall Capital Management's KO Position: Q1 2026 in Review

Kendall Capital Management opened a new position in Coca-Cola (KO) in Q1 2026: 4,319 shares worth $328K. The stake represents 0.07% of the portfolio and ranks #186 among its holdings. This is a return to the name: Kendall Capital Management previously reported a position in KO as recently as Q3 2025.

Kendall Capital Management first reported a position in KO in Q3 2025 and has held it in 2 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Kendall Capital Management held 4,319 shares of Coca-Cola worth $328K as of Q1 2026.
  • Coca-Cola was a new Kendall Capital Management position in Q1 2026.
  • Coca-Cola made up 0.07% of Kendall Capital Management's portfolio in Q1 2026, its #186 holding.
  • Kendall Capital Management first reported a position in Coca-Cola in Q3 2025 and has held it in 2 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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