Marshall Wace
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Marshall Wace’s Coca-Cola KO Stock Holding History

Marshall Wace’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
2024
Q3 		– Sell
-407,800
Closed -$26M – 2752
2024
Q2 		$26M Buy
+407,800
New +$25.2M 0.03% 419
2024
Q1 		– Sell
-139,600
Closed -$8.23M – 2644
2023
Q4 		$8.23M Buy
+139,600
New +$7.93M 0.01% 741
2023
Q1 		– Sell
-36,700
Closed -$2.33M – 2895
2022
Q4 		$2.33M Buy
+36,700
New +$2.22M 0.01% 1641
2022
Q1 		– Sell
-5,400
Closed -$320K – 3689
2021
Q4 		$320K Sell
5,400
-3,800
-41% -$212K ﹤0.01% 3008
2021
Q3 		$483K Buy
+9,200
New +$513K ﹤0.01% 2405

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

Marshall Wace's KO Position: Q1 2026 in Review

Marshall Wace reduced its Coca-Cola (KO) stake by 47% in Q1 2026, selling an estimated $382M and leaving 5,594,039 shares worth $425M. The position accounts for 0.42% of the portfolio, ranked #24.

Marshall Wace first reported a position in KO in Q2 2014 and has held it in 40 quarters since. The position peaked at $744M in Q4 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Marshall Wace held 5,594,039 shares of Coca-Cola worth $425M as of Q1 2026.
  • Marshall Wace sold 5,046,968 Coca-Cola shares in Q1 2026, an estimated $382M.
  • Coca-Cola made up 0.42% of Marshall Wace's portfolio in Q1 2026, its #24 holding.
  • Marshall Wace first reported a position in Coca-Cola in Q2 2014 and has held it in 40 quarters since.
  • Marshall Wace's Coca-Cola position peaked at $744M in Q4 2025.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.