M1 Capital Management’s Coca-Cola KO Stock Holding History

M1 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 Q2	$328K	Sell	4,036 -3	-0.1%	-$237	0.12%	89
2026 Q1	$307K	Sell	4,039 -70	-2%	-$5.29K	0.14%	85
2025 Q4	$287K	Buy	4,109 +99	+2%	+$6.9K	0.12%	95
2025 Q3	$266K	Buy	4,010 +232	+6%	+$16K	0.11%	93
2025 Q2	$267K	Buy	3,778 +269	+8%	+$19.2K	0.13%	87
2025 Q1	$251K	Sell	3,509 -78	-2%	-$5.21K	0.16%	80
2024 Q4	$223K	Buy	+3,587	New	+$234K	0.12%	83

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

M1 Capital Management's KO Position: Q2 2026 in Review

M1 Capital Management reduced its Coca-Cola (KO) stake by 0.07% in Q2 2026, selling an estimated $237 and leaving 4,036 shares worth $328K. The position accounts for 0.12% of the portfolio, ranked #89.

M1 Capital Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

M1 Capital Management held 4,036 shares of Coca-Cola worth $328K as of Q2 2026.
M1 Capital Management sold 3 Coca-Cola shares in Q2 2026, an estimated $237.
Coca-Cola made up 0.12% of M1 Capital Management's portfolio in Q2 2026, its #89 holding.
M1 Capital Management first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on M1 Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.