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Kestra Investment Management’s Coca-Cola KO Stock Holding History

Kestra Investment 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
14,505
+10,071
+227% +$761K 0.02% 196
2025
Q4 		$310K Sell
4,434
-2,064
-32% -$144K 0.01% 362
2025
Q3 		$431K Sell
6,498
-25,264
-80% -$1.74M 0.01% 300
2025
Q2 		$2.26M Buy
31,762
+15,973
+101% +$1.14M 0.03% 165
2025
Q1 		$1.13M Buy
15,789
+605
+4% +$40.4K 0.04% 153
2024
Q4 		$945K Buy
15,184
+79
+0.5% +$5.16K 0.04% 141
2024
Q3 		$1.09M Buy
+15,105
New +$1.03M 0.05% 114

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

Kestra Investment Management's KO Position: Q1 2026 in Review

Kestra Investment Management increased its Coca-Cola (KO) stake by 227% in Q1 2026, buying an estimated $761K and bringing the position to 14,505 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #196.

Kestra Investment Management first reported a position in KO in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.26M in Q2 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Kestra Investment Management held 14,505 shares of Coca-Cola worth $1.1M as of Q1 2026.
  • Kestra Investment Management bought 10,071 Coca-Cola shares in Q1 2026, an estimated $761K.
  • Coca-Cola made up 0.02% of Kestra Investment Management's portfolio in Q1 2026, its #196 holding.
  • Kestra Investment Management first reported a position in Coca-Cola in Q3 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's Coca-Cola position peaked at $2.26M in Q2 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.