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Longbow Finance’s Coca-Cola KO Stock Holding History

Longbow Finance’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 		$5.66M Sell
74,410
-5,560
-7% -$420K 1.02% 38
2025
Q4 		$5.59M Sell
79,970
-35,275
-31% -$2.46M 0.95% 41
2025
Q3 		$7.64M Sell
115,245
-110,288
-49% -$7.59M 0.75% 51
2025
Q2 		$16M Sell
225,533
-96,135
-30% -$6.85M 1.7% 13
2025
Q1 		$23M Buy
+321,668
New +$21.5M 2.76% 10
2024
Q4 		– Sell
-152,015
Closed -$10.9M – 93
2024
Q3 		$10.9M Buy
152,015
+24,920
+20% +$1.71M 1.17% 20
2024
Q2 		$8.09M Sell
127,095
-7,181
-5% -$445K 0.84% 28
2024
Q1 		$8.22M Sell
134,276
-13,110
-9% -$788K 0.83% 31
2023
Q4 		$8.69M Sell
147,386
-133,714
-48% -$7.6M 0.88% 42
2023
Q3 		$15.7M Sell
281,100
-139,870
-33% -$8.39M 1.89% 17
2023
Q2 		$25.4M Sell
420,970
-794
-0.2% -$49.4K 2.95% 6
2023
Q1 		$26.2M Buy
421,764
+202,114
+92% +$12.2M 3.29% 6
2022
Q4 		$14M Buy
+219,650
New +$13.3M 1.88% 19

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

Longbow Finance's KO Position: Q1 2026 in Review

Longbow Finance reduced its Coca-Cola (KO) stake by 7% in Q1 2026, selling an estimated $420K and leaving 74,410 shares worth $5.66M. The position accounts for 1.02% of the portfolio, ranked #38.

Longbow Finance first reported a position in KO in Q4 2022 and has held it in 13 quarters since. The position peaked at $26.2M in Q1 2023. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Longbow Finance held 74,410 shares of Coca-Cola worth $5.66M as of Q1 2026.
  • Longbow Finance sold 5,560 Coca-Cola shares in Q1 2026, an estimated $420K.
  • Coca-Cola made up 1.02% of Longbow Finance's portfolio in Q1 2026, its #38 holding.
  • Longbow Finance first reported a position in Coca-Cola in Q4 2022 and has held it in 13 quarters since.
  • Longbow Finance's Coca-Cola position peaked at $26.2M in Q1 2023.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Longbow Finance's 13F filing for Q1 2026, filed 12 May 2026.