Machina Capital’s Coca-Cola KO Stock Holding History

Machina Capital’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	$2.63M	Buy	34,560 +23,260	+206%	+$1.76M	0.52%	62
2025 Q4	$790K	Buy	11,300 +3,942	+54%	+$275K	0.15%	201
2025 Q3	$488K	Buy	+7,358	New	+$506K	0.09%	238
2024 Q2	–	Sell	-8,009	Closed	-$490K	–	312
2024 Q1	$490K	Buy	8,009 +3,509	+78%	+$211K	0.26%	153
2023 Q4	$265K	Sell	4,500 -4,740	-51%	-$269K	0.17%	205
2023 Q3	$517K	Sell	9,240 -24,118	-72%	-$1.45M	0.29%	134
2023 Q2	$2.01M	Buy	33,358 +21,857	+190%	+$1.36M	1.14%	9
2023 Q1	$713K	Buy	+11,501	New	+$696K	0.63%	37
2022 Q4	–	Sell	-7,624	Closed	-$427K	–	182
2022 Q3	$427K	Buy	7,624 +2,324	+44%	+$144K	0.9%	30
2022 Q2	$333K	Buy	+5,300	New	+$336K	0.75%	63
2022 Q1	–	Sell	-10,200	Closed	-$604K	–	160
2021 Q4	$604K	Sell	10,200 -5,761	-36%	-$321K	1.46%	7
2021 Q3	$837K	Buy	15,961 +61	+0.4%	+$3.4K	1.81%	2
2021 Q2	$860K	Buy	15,900 +7,500	+89%	+$408K	1.46%	3
2021 Q1	$443K	Buy	+8,400	New	+$423K	5.04%	2
2020 Q1	–	Sell	-3,715	Closed	-$206K	–	153
2019 Q4	$206K	Sell	3,715 -87,012	-96%	-$4.68M	0.08%	321
2019 Q3	$4.94M	Buy	+90,727	New	+$4.86M	2.26%	1
2019 Q2	–	Sell	-75,840	Closed	-$3.55M	–	564
2019 Q1	$3.55M	Buy	75,840 +69,716	+1,138%	+$3.26M	1.41%	3
2018 Q4	$290K	Buy	+6,124	New	+$293K	0.19%	179

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

Machina Capital's KO Position: Q1 2026 in Review

Machina Capital increased its Coca-Cola (KO) stake by 206% in Q1 2026, buying an estimated $1.76M and bringing the position to 34,560 shares worth $2.63M. The position accounts for 0.52% of the portfolio, ranked #62.

Machina Capital first reported a position in KO in Q4 2018 and has held it in 18 quarters since. The position peaked at $4.94M in Q3 2019. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Machina Capital held 34,560 shares of Coca-Cola worth $2.63M as of Q1 2026.
Machina Capital bought 23,260 Coca-Cola shares in Q1 2026, an estimated $1.76M.
Coca-Cola made up 0.52% of Machina Capital's portfolio in Q1 2026, its #62 holding.
Machina Capital first reported a position in Coca-Cola in Q4 2018 and has held it in 18 quarters since.
Machina Capital's Coca-Cola position peaked at $4.94M in Q3 2019.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Machina Capital's 13F filing for Q1 2026, filed 13 May 2026.