Legato Capital Management’s Coca-Cola KO Stock Holding History

Legato 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	$4.02M	Buy	52,853 +14,676	+38%	+$1.11M	0.37%	54
2025 Q4	$2.67M	Buy	+38,177	New	+$2.66M	0.23%	106
2022 Q4	–	Sell	-80,523	Closed	-$4.51M	–	517
2022 Q3	$4.51M	Hold	80,523	–	–	1.17%	10
2022 Q2	$5.07M	Buy	80,523 +8,300	+11%	+$526K	1.14%	12
2022 Q1	$4.48M	Hold	72,223	–	–	0.91%	41
2021 Q4	$4.28M	Hold	72,223	–	–	0.79%	46
2021 Q3	$3.79M	Hold	72,223	–	–	0.72%	52
2021 Q2	$3.91M	Hold	72,223	–	–	0.55%	50
2021 Q1	$3.81M	Hold	72,223	–	–	0.71%	50
2020 Q4	$3.96M	Hold	72,223	–	–	0.75%	42
2020 Q3	$3.57M	Buy	72,223 +23,200	+47%	+$1.12M	0.79%	38
2020 Q2	$2.19M	Buy	+49,023	New	+$2.26M	0.44%	48

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

Legato Capital Management's KO Position: Q1 2026 in Review

Legato Capital Management increased its Coca-Cola (KO) stake by 38% in Q1 2026, buying an estimated $1.11M and bringing the position to 52,853 shares worth $4.02M. The position accounts for 0.37% of the portfolio, ranked #54.

Legato Capital Management first reported a position in KO in Q2 2020 and has held it in 12 quarters since. The position peaked at $5.07M in Q2 2022. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Legato Capital Management held 52,853 shares of Coca-Cola worth $4.02M as of Q1 2026.
Legato Capital Management bought 14,676 Coca-Cola shares in Q1 2026, an estimated $1.11M.
Coca-Cola made up 0.37% of Legato Capital Management's portfolio in Q1 2026, its #54 holding.
Legato Capital Management first reported a position in Coca-Cola in Q2 2020 and has held it in 12 quarters since.
Legato Capital Management's Coca-Cola position peaked at $5.07M in Q2 2022.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.