Longfellow Investment Management’s Coca-Cola KO Stock Holding History

Longfellow Investment 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	$7.68K	Hold	101	–	–	﹤0.01%	174
2025 Q4	$7.06K	Hold	101	–	–	﹤0.01%	175
2025 Q3	$6.7K	Hold	101	–	–	﹤0.01%	186
2025 Q2	$7.15K	Hold	101	–	–	﹤0.01%	183
2025 Q1	$7.23K	Sell	101 -13,276	-99%	-$887K	﹤0.01%	182
2024 Q4	$833K	Sell	13,377 -857	-6%	-$55.9K	0.21%	65
2024 Q3	$1.02M	Sell	14,234 -2,435	-15%	-$167K	0.26%	59
2024 Q2	$1.06M	Buy	16,669 +128	+0.8%	+$7.92K	0.27%	51
2024 Q1	$1.01M	Buy	16,541 +122	+0.7%	+$7.33K	0.23%	55
2023 Q4	$968K	Hold	16,419	–	–	0.24%	54
2023 Q3	$919K	Buy	16,419 +2,487	+18%	+$149K	0.24%	59
2023 Q2	$839K	Sell	13,932 -3,529	-20%	-$220K	0.19%	75
2023 Q1	$1.08M	Hold	17,461	–	–	0.25%	63
2022 Q4	$1.11M	Sell	17,461 -2,486	-12%	-$150K	0.25%	71
2022 Q3	$1.12M	Hold	19,947	–	–	0.23%	100
2022 Q2	$1.26M	Hold	19,947	–	–	0.27%	86
2022 Q1	$1.24M	Hold	19,947	–	–	0.2%	115
2021 Q4	$1.18M	Sell	19,947 -3,494	-15%	-$195K	0.19%	115
2021 Q3	$1.23M	Hold	23,441	–	–	0.2%	109
2021 Q2	$1.27M	Sell	23,441 -14,769	-39%	-$804K	0.18%	120
2021 Q1	$2.02M	Sell	38,210 -5,579	-13%	-$281K	0.24%	103
2020 Q4	$2.41M	Buy	+43,789	New	+$2.26M	0.29%	80

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

Longfellow Investment Management's KO Position: Q1 2026 in Review

Longfellow Investment Management held its Coca-Cola (KO) position steady in Q1 2026 at 101 shares worth $7.68K. The position accounts for ﹤0.01% of the portfolio, ranked #174.

Longfellow Investment Management first reported a position in KO in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.41M in Q4 2020. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Longfellow Investment Management held 101 shares of Coca-Cola worth $7.68K as of Q1 2026.
Longfellow Investment Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up ﹤0.01% of Longfellow Investment Management's portfolio in Q1 2026, its #174 holding.
Longfellow Investment Management first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
Longfellow Investment Management's Coca-Cola position peaked at $2.41M in Q4 2020.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.