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Lee Ainslie’s Coca-Cola KO Stock Holding History

Lee Ainslie’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
Q2 		$163M Buy
2,006,974
+722,362
+56% +$57M 1.44% 30
2026
Q1 		$97.7M Sell
1,284,612
-277,675
-18% -$21M 1.13% 31
2025
Q4 		$109M Buy
1,562,287
+1,540,598
+7,103% +$107M 1.17% 29
2025
Q3 		$1.44M Buy
+21,689
New +$1.49M 0.02% 184
2024
Q2 		– Sell
-7,272
Closed -$445K – 384
2024
Q1 		$445K Sell
7,272
-18,004
-71% -$1.08M 0.01% 249
2023
Q4 		$1.49M Sell
25,276
-2,353
-9% -$134K 0.03% 101
2023
Q3 		$1.55M Buy
+27,629
New +$1.66M 0.03% 91
2023
Q2 		– Sell
-27,617
Closed -$1.71M – 485
2023
Q1 		$1.71M Buy
27,617
+965
+4% +$58.4K 0.04% 94
2022
Q4 		$1.7M Buy
26,652
+4,966
+23% +$300K 0.04% 107
2022
Q3 		$1.22M Sell
21,686
-7,633
-26% -$474K 0.03% 126
2022
Q2 		$1.84M Buy
29,319
+11,949
+69% +$757K 0.05% 104
2022
Q1 		$1.08M Buy
+17,370
New +$1.06M 0.02% 137
2021
Q4 		– Sell
-63,736
Closed -$3.34M – 491
2021
Q3 		$3.34M Buy
+63,736
New +$3.55M 0.03% 124
2020
Q1 		– Sell
-102,871
Closed -$5.69M – 507
2019
Q4 		$5.69M Buy
+102,871
New +$5.53M 0.08% 100
2019
Q2 		– Sell
-19,110
Closed -$895K – 320
2019
Q1 		$895K Sell
19,110
-152,440
-89% -$7.13M 0.01% 263
2018
Q4 		$8.12M Buy
171,550
+116,070
+209% +$5.56M 0.12% 90
2018
Q3 		$2.56M Buy
+55,480
New +$2.53M 0.03% 209

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lee Ainslie's KO Position: Q2 2026 in Review

Lee Ainslie increased its Coca-Cola (KO) stake by 56% in Q2 2026, buying an estimated $57M and bringing the position to 2,006,974 shares worth $163M. The position accounts for 1.44% of the portfolio, ranked #30.

Lee Ainslie first reported a position in KO in Q3 2018 and has held it in 17 quarters since. 3,618 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Lee Ainslie held 2,006,974 shares of Coca-Cola worth $163M as of Q2 2026.
  • Lee Ainslie bought 722,362 Coca-Cola shares in Q2 2026, an estimated $57M.
  • Coca-Cola made up 1.44% of Lee Ainslie's portfolio in Q2 2026, its #30 holding.
  • Lee Ainslie first reported a position in Coca-Cola in Q3 2018 and has held it in 17 quarters since.
  • 3,618 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Maverick Capital's 13F filing for Q2 2026, filed 14 Aug 2026.