Kirtland Hills Capital Management’s Coca-Cola KO Stock Holding History

Kirtland Hills 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	$349K	Buy	4,668 +15	+0.3%	+$1.13K	0.11%	134
2025 Q4	$325K	Sell	4,653 -49	-1%	-$3.42K	0.11%	132
2025 Q3	$312K	Buy	4,702 +12	+0.3%	+$826	0.12%	135
2025 Q2	$332K	Sell	4,690 -148	-3%	-$10.5K	0.15%	123
2025 Q1	$353K	Buy	4,838 +275	+6%	+$18.4K	0.22%	113
2024 Q4	$284K	Buy	4,563 +384	+9%	+$25.1K	0.18%	110
2024 Q3	$300K	Buy	4,179 +9	+0.2%	+$616	0.17%	113
2024 Q2	$265K	Hold	4,170	–	–	0.22%	104
2024 Q1	$261K	Buy	+4,170	New	+$250K	0.23%	100

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

Kirtland Hills Capital Management's KO Position: Q1 2026 in Review

Kirtland Hills Capital Management increased its Coca-Cola (KO) stake by 0.32% in Q1 2026, buying an estimated $1.13K and bringing the position to 4,668 shares worth $349K. The position accounts for 0.11% of the portfolio, ranked #134.

Kirtland Hills Capital Management first reported a position in KO in Q1 2024 and has held it in 9 quarters since. The position peaked at $353K in Q1 2025. 3,559 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Kirtland Hills Capital Management held 4,668 shares of Coca-Cola worth $349K as of Q1 2026.
Kirtland Hills Capital Management bought 15 Coca-Cola shares in Q1 2026, an estimated $1.13K.
Coca-Cola made up 0.11% of Kirtland Hills Capital Management's portfolio in Q1 2026, its #134 holding.
Kirtland Hills Capital Management first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
Kirtland Hills Capital Management's Coca-Cola position peaked at $353K in Q1 2025.
3,559 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Kirtland Hills Capital Management's 13F filing for Q1 2026, filed 13 May 2026.