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

Logan 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	$6.07M	Buy	+79,787	New	+$6.03M	0.26%	102

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

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

Logan Capital Management sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 45,984 shares — an estimated $3.48M sold.

Logan Capital Management first reported a position in KO in Q2 2013 and held it in 51 quarters. The position peaked at $19.3M in Q2 2017. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Logan Capital Management reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 45,984 Coca-Cola shares in Q1 2026, an estimated $3.48M.
Logan Capital Management first reported a position in Coca-Cola in Q2 2013 and held it in 51 quarters.
Logan Capital Management's Coca-Cola position peaked at $19.3M in Q2 2017.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.