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Means Investment Company’s Coca-Cola KO Stock Holding History

Means Investment Company’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
2020
Q4 		– Sell
-13,000
Closed -$2K – 189
2020
Q3 		$2K Buy
+13,000
New +$625K ﹤0.01% 154

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Means Investment Company's KO Position: Q1 2026 in Review

Means Investment Company increased its Coca-Cola (KO) stake by 1.4% in Q1 2026, buying an estimated $18.6K and bringing the position to 17,676 shares worth $1.34M. The position accounts for 0.12% of the portfolio, ranked #76.

Means Investment Company first reported a position in KO in Q4 2018 and has held it in 30 quarters since. 3,563 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Means Investment Company held 17,676 shares of Coca-Cola worth $1.34M as of Q1 2026.
  • Means Investment Company bought 246 Coca-Cola shares in Q1 2026, an estimated $18.6K.
  • Coca-Cola made up 0.12% of Means Investment Company's portfolio in Q1 2026, its #76 holding.
  • Means Investment Company first reported a position in Coca-Cola in Q4 2018 and has held it in 30 quarters since.
  • 3,563 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.