Kovitz Investment Group Partners
KO icon

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
2022
Q2 		– Sell
-294
Closed -$517K – 417
2022
Q1 		$517K Hold
294
– – 0.01% 337
2021
Q4 		$431K Sell
294
-296
-50% -$16.5K 0.01% 344
2021
Q3 		$538K Buy
590
+5
+0.9% +$279 0.01% 347
2021
Q2 		$617K Buy
585
+12
+2% +$653 0.01% 349
2021
Q1 		$546K Buy
+573
New +$28.8K 0.01% 334

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

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.