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Madison Asset Management’s Coca-Cola KO Stock Holding History

Madison Asset 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 		$2.34M Buy
30,727
+6,339
+26% +$479K 0.03% 238
2025
Q4 		$1.7M Buy
24,388
+14,563
+148% +$1.02M 0.02% 259
2025
Q3 		$652K Sell
9,825
-1,703
-15% -$117K 0.01% 298
2025
Q2 		$816K Hold
11,528
– – 0.01% 286
2025
Q1 		$826K Hold
11,528
– – 0.01% 282
2024
Q4 		$718K Sell
11,528
-186
-2% -$12.1K 0.01% 295
2024
Q3 		$842K Buy
11,714
+155
+1% +$10.6K 0.01% 286
2024
Q2 		$736K Sell
11,559
-157,925
-93% -$9.78M 0.01% 285
2024
Q1 		$10.4M Sell
169,484
-19,428
-10% -$1.17M 0.13% 132
2023
Q4 		$11.1M Sell
188,912
-6,933
-4% -$394K 0.15% 125
2023
Q3 		$11M Sell
195,845
-63,008
-24% -$3.78M 0.16% 121
2023
Q2 		$15.6M Sell
258,853
-15,815
-6% -$984K 0.23% 106
2023
Q1 		$17M Sell
274,668
-19,012
-6% -$1.15M 0.26% 103
2022
Q4 		$18.7M Sell
293,680
-8,183
-3% -$494K 0.29% 104
2022
Q3 		$16.9M Sell
301,863
-1,793
-0.6% -$111K 0.29% 104
2022
Q2 		$19.1M Sell
303,656
-6,365
-2% -$403K 0.3% 98
2022
Q1 		$19.2M Sell
310,021
-14,895
-5% -$906K 0.28% 102
2021
Q4 		$19.2M Sell
324,916
-12,311
-4% -$686K 0.25% 104
2021
Q3 		$17.7M Sell
337,227
-15,026
-4% -$838K 0.24% 108
2021
Q2 		$19.1M Buy
352,253
+1,267
+0.4% +$68.9K 0.26% 109
2021
Q1 		$18.5M Sell
350,986
-5,930
-2% -$298K 0.26% 107
2020
Q4 		$19.6M Sell
356,916
-97
-0% -$5.01K 0.29% 98
2020
Q3 		$17.6M Buy
357,013
+138,291
+63% +$6.65M 0.29% 99
2020
Q2 		$9.77M Buy
218,722
+52,847
+32% +$2.43M 0.17% 114
2020
Q1 		$7.34M Buy
+165,875
New +$8.96M 0.15% 118

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

Madison Asset Management's KO Position: Q1 2026 in Review

Madison Asset Management increased its Coca-Cola (KO) stake by 26% in Q1 2026, buying an estimated $479K and bringing the position to 30,727 shares worth $2.34M. The position accounts for 0.03% of the portfolio, ranked #238.

Madison Asset Management first reported a position in KO in Q1 2020 and has held it in 25 quarters since. The position peaked at $19.6M in Q4 2020. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Madison Asset Management held 30,727 shares of Coca-Cola worth $2.34M as of Q1 2026.
  • Madison Asset Management bought 6,339 Coca-Cola shares in Q1 2026, an estimated $479K.
  • Coca-Cola made up 0.03% of Madison Asset Management's portfolio in Q1 2026, its #238 holding.
  • Madison Asset Management first reported a position in Coca-Cola in Q1 2020 and has held it in 25 quarters since.
  • Madison Asset Management's Coca-Cola position peaked at $19.6M in Q4 2020.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.