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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
Q2 		$2.5M Sell
30,702
-25
-0.1% -$1.97K 0.03% 246
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Madison Asset Management's KO Position: Q2 2026 in Review

Madison Asset Management reduced its Coca-Cola (KO) stake by 0.08% in Q2 2026, selling an estimated $1.97K and leaving 30,702 shares worth $2.5M. The position accounts for 0.03% of the portfolio, ranked #246.

Madison Asset Management first reported a position in KO in Q1 2020 and has held it in 26 quarters since. The position peaked at $19.6M in Q4 2020. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Madison Asset Management held 30,702 shares of Coca-Cola worth $2.5M as of Q2 2026.
  • Madison Asset Management sold 25 Coca-Cola shares in Q2 2026, an estimated $1.97K.
  • Coca-Cola made up 0.03% of Madison Asset Management's portfolio in Q2 2026, its #246 holding.
  • Madison Asset Management first reported a position in Coca-Cola in Q1 2020 and has held it in 26 quarters since.
  • Madison Asset Management's Coca-Cola position peaked at $19.6M in Q4 2020.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.