Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Coca-Cola KO Stock Holding History

Kovitz Investment Group Partners’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 		$1.32M Buy
17,315
+5,329
+44% +$403K 0.03% 282
2025
Q4 		$838K Sell
11,986
-98,452
-89% -$6.86M 0.02% 339
2025
Q3 		$7.35M Sell
110,438
-45,652
-29% -$3.14M 0.03% 387
2025
Q2 		$11M Buy
156,090
+2,030
+1% +$145K 0.05% 290
2025
Q1 		$11M Sell
154,060
-968
-0.6% -$64.6K 0.06% 252
2024
Q4 		$9.65M Buy
155,028
+540
+0.3% +$35.2K 0.05% 273
2024
Q3 		$7.7M Buy
154,488
+88,929
+136% +$6.09M 0.05% 270
2024
Q2 		$4.17M Buy
65,559
+435
+0.7% +$26.9K 0.04% 314
2024
Q1 		$3.98M Buy
65,124
+26,891
+70% +$1.62M 0.05% 225
2023
Q4 		$2.25M Buy
38,233
+31,319
+453% +$1.78M 0.04% 232
2023
Q3 		$387K Sell
6,914
-2,671
-28% -$160K 0.01% 344
2023
Q2 		$577K Sell
9,585
-5,127
-35% -$319K 0.01% 335
2023
Q1 		$913K Buy
14,712
+535
+4% +$32.4K 0.02% 302
2022
Q4 		$902K Sell
14,177
-548
-4% -$33.1K 0.02% 286
2022
Q3 		$825K Sell
14,725
-90
-0.6% -$5.59K 0.02% 288
2022
Q2 		$932K Buy
14,815
+351
+2% +$22.3K 0.02% 296
2022
Q1 		$897K Sell
14,464
-1,943
-12% -$118K 0.02% 299
2021
Q4 		$900K Buy
16,407
+1,091
+7% +$60.8K 0.02% 290
2021
Q3 		$804K Sell
15,316
-1,213
-7% -$67.6K 0.02% 320
2021
Q2 		$894K Buy
16,529
+383
+2% +$20.8K 0.02% 309
2021
Q1 		$851K Sell
16,146
-261
-2% -$13.1K 0.02% 295
2020
Q4 		$900K Sell
16,407
-1,235
-7% -$63.9K 0.02% 284
2020
Q3 		$871K Sell
17,642
-553
-3% -$26.6K 0.02% 266
2020
Q2 		$813K Buy
18,195
+8,017
+79% +$369K 0.03% 272
2020
Q1 		$450K Sell
10,178
-4,768
-32% -$258K 0.02% 299
2019
Q4 		$827K Sell
14,946
-447
-3% -$24K 0.02% 282
2019
Q3 		$838K Sell
15,393
-996
-6% -$53.3K 0.03% 282
2019
Q2 		$834K Sell
16,389
-3,006
-15% -$147K 0.03% 281
2019
Q1 		$909K Sell
19,395
-292
-1% -$13.7K 0.03% 284
2018
Q4 		$932K Buy
19,687
+1,500
+8% +$71.8K 0.04% 202
2018
Q3 		$840K Buy
18,187
+222
+1% +$10.1K 0.04% 99
2018
Q2 		$788K Sell
17,965
-945
-5% -$40.8K 0.04% 101
2018
Q1 		$821K Sell
18,910
-800
-4% -$35.9K 0.04% 94
2017
Q4 		$904 Sell
19,710
-1,279
-6% -$58.8K 0.04% 98
2017
Q3 		$945K Sell
20,989
-739
-3% -$33.6K 0.05% 91
2017
Q2 		$974K Sell
21,728
-238,289
-92% -$10.5M 0.05% 89
2017
Q1 		$11M Buy
260,017
+5,158
+2% +$215K 0.61% 32
2016
Q4 		$10.6M Buy
254,859
+8,526
+3% +$355K 0.62% 32
2016
Q3 		$10.4M Sell
246,333
-6,027
-2% -$264K 0.64% 34
2016
Q2 		$11.4M Sell
252,360
-215,173
-46% -$9.72M 0.79% 33
2016
Q1 		$21.7M Buy
+467,533
New +$20.3M 1.28% 29

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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

Kovitz Investment Group Partners's KO Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Coca-Cola (KO) stake by 44% in Q1 2026, buying an estimated $403K and bringing the position to 17,315 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #282.

Kovitz Investment Group Partners first reported a position in KO in Q1 2016 and has held it in 41 quarters since. The position peaked at $21.7M in Q1 2016. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Kovitz Investment Group Partners held 17,315 shares of Coca-Cola worth $1.32M as of Q1 2026.
  • Kovitz Investment Group Partners bought 5,329 Coca-Cola shares in Q1 2026, an estimated $403K.
  • Coca-Cola made up 0.03% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #282 holding.
  • Kovitz Investment Group Partners first reported a position in Coca-Cola in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's Coca-Cola position peaked at $21.7M in Q1 2016.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.