MK
KO icon

MASTERINVEST Kapitalanlage’s Coca-Cola KO Stock Holding History

MASTERINVEST Kapitalanlage’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 		$12M Buy
157,481
+34,043
+28% +$2.57M 1.24% 17
2025
Q4 		$8.65M Buy
123,438
+1,847
+2% +$129K 0.82% 23
2025
Q3 		$8.06M Buy
121,591
+781
+0.6% +$53.8K 0.79% 27
2025
Q2 		$8.55M Buy
+120,810
New +$8.61M 0.9% 23

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

MASTERINVEST Kapitalanlage's KO Position: Q1 2026 in Review

MASTERINVEST Kapitalanlage increased its Coca-Cola (KO) stake by 28% in Q1 2026, buying an estimated $2.57M and bringing the position to 157,481 shares worth $12M. The position accounts for 1.24% of the portfolio, ranked #17.

MASTERINVEST Kapitalanlage first reported a position in KO in Q2 2025 and has held it in 4 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • MASTERINVEST Kapitalanlage held 157,481 shares of Coca-Cola worth $12M as of Q1 2026.
  • MASTERINVEST Kapitalanlage bought 34,043 Coca-Cola shares in Q1 2026, an estimated $2.57M.
  • Coca-Cola made up 1.24% of MASTERINVEST Kapitalanlage's portfolio in Q1 2026, its #17 holding.
  • MASTERINVEST Kapitalanlage first reported a position in Coca-Cola in Q2 2025 and has held it in 4 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on MASTERINVEST Kapitalanlage's 13F filing for Q1 2026, filed 5 May 2026.