Marshall Wace
KO icon

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
Q1 		– Sell
-122,700
Closed -$7.23M – 2645
2023
Q4 		$7.23M Buy
+122,700
New +$6.97M 0.01% 777
2023
Q2 		– Sell
-65,800
Closed -$4.08M – 2724
2023
Q1 		$4.08M Buy
65,800
+34,600
+111% +$2.09M 0.01% 1100
2022
Q4 		$1.98M Buy
+31,200
New +$1.88M ﹤0.01% 1740
2021
Q4 		– Sell
-72,200
Closed -$3.79M – 4091
2021
Q3 		$3.79M Buy
+72,200
New +$4.02M 0.02% 1118

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 $3.37T AUM 44.26% 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

Marshall Wace's KO Position: Q2 2026 in Review

Marshall Wace increased its Coca-Cola (KO) stake by 47% in Q2 2026, buying an estimated $209M and bringing the position to 8,240,650 shares worth $670M. The position accounts for 0.53% of the portfolio, ranked #19.

Marshall Wace first reported a position in KO in Q2 2014 and has held it in 41 quarters since. The position peaked at $744M in Q4 2025. 3,635 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Marshall Wace held 8,240,650 shares of Coca-Cola worth $670M as of Q2 2026.
  • Marshall Wace bought 2,646,611 Coca-Cola shares in Q2 2026, an estimated $209M.
  • Coca-Cola made up 0.53% of Marshall Wace's portfolio in Q2 2026, its #19 holding.
  • Marshall Wace first reported a position in Coca-Cola in Q2 2014 and has held it in 41 quarters since.
  • Marshall Wace's Coca-Cola position peaked at $744M in Q4 2025.
  • 3,635 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.