Morgan Stanley’s Coca-Cola KO Stock Holding History

Morgan Stanley’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	$6.99B	Sell	91,894,070 -1,305,683	-1%	-$98.7M	0.42%	34
2025 Q4	$6.52B	Sell	93,199,753 -2,255,144	-2%	-$157M	0.39%	36
2025 Q3	$6.33B	Buy	95,454,897 +4,899,077	+5%	+$337M	0.38%	35
2025 Q2	$6.41B	Buy	90,555,820 +4,519,214	+5%	+$322M	0.42%	33
2025 Q1	$6.16B	Buy	86,036,606 +3,567,778	+4%	+$238M	0.44%	32
2024 Q4	$5.13B	Buy	82,468,828 +3,176,846	+4%	+$207M	0.36%	39
2024 Q3	$5.7B	Sell	79,291,982 -817,035	-1%	-$55.9M	0.41%	34
2024 Q2	$5.1B	Sell	80,109,017 -816,630	-1%	-$50.6M	0.39%	38
2024 Q1	$4.95B	Sell	80,925,647 -67,378,929	-45%	-$4.05B	0.4%	40
2023 Q4	$8.74B	Buy	148,304,576 +67,856,493	+84%	+$3.85B	0.39%	41
2023 Q3	$4.5B	Buy	80,448,083 +1,950,146	+2%	+$117M	0.46%	35
2023 Q2	$4.73B	Sell	78,497,937 -198,404	-0.3%	-$12.3M	0.47%	36
2023 Q1	$4.88B	Sell	78,696,341 -405,515	-0.5%	-$24.6M	0.52%	30
2022 Q4	$5.03B	Buy	79,101,856 +10,722,435	+16%	+$647M	0.57%	21
2022 Q3	$3.83B	Sell	68,379,421 -1,613,444	-2%	-$100M	0.52%	29
2022 Q2	$4.4B	Buy	69,992,865 +18,930,673	+37%	+$1.2B	0.57%	20
2022 Q1	$3.17B	Sell	51,062,192 -1,353,556	-3%	-$82.3M	0.43%	44
2021 Q4	$3.1B	Buy	52,415,748 +1,667,903	+3%	+$92.9M	0.38%	45
2021 Q3	$2.66B	Buy	50,747,845 +2,484,005	+5%	+$138M	0.36%	54
2021 Q2	$2.61B	Buy	48,263,840 +951,106	+2%	+$51.7M	0.34%	55
2021 Q1	$2.49B	Sell	47,312,734 -1,327,840	-3%	-$66.8M	0.37%	52
2020 Q4	$2.67B	Buy	48,640,574 +3,397,649	+8%	+$176M	0.41%	45
2020 Q3	$2.23B	Buy	45,242,925 +1,413,048	+3%	+$68M	0.43%	45
2020 Q2	$1.96B	Sell	43,829,877 -4,662,311	-10%	-$215M	0.43%	50
2020 Q1	$2.15B	Sell	48,492,188 -2,271,677	-4%	-$123M	0.58%	26
2019 Q4	$2.81B	Buy	50,763,865 +572,569	+1%	+$30.8M	0.65%	17
2019 Q3	$2.73B	Buy	50,191,296 +8,428,246	+20%	+$451M	0.72%	12
2019 Q2	$2.13B	Buy	41,763,050 +5,449,889	+15%	+$267M	0.57%	19
2019 Q1	$1.7B	Sell	36,313,161 -1,942,120	-5%	-$90.8M	0.48%	29
2018 Q4	$1.81B	Buy	38,255,281 +384,160	+1%	+$18.4M	0.54%	21
2018 Q3	$1.75B	Sell	37,871,121 -1,088,272	-3%	-$49.7M	0.44%	32
2018 Q2	$1.71B	Buy	38,959,393 +1,336,852	+4%	+$57.7M	0.46%	31
2018 Q1	$1.63B	Buy	37,622,541 +4,541,385	+14%	+$204M	0.45%	31
2017 Q4	$1.52B	Sell	33,081,156 -1,580,233	-5%	-$72.6M	0.42%	36
2017 Q3	$1.56B	Buy	34,661,389 +1,894,196	+6%	+$86.2M	0.47%	30
2017 Q2	$1.47B	Buy	32,767,193 +2,823,493	+9%	+$125M	0.44%	32
2017 Q1	$1.27B	Buy	29,943,700 +2,050,688	+7%	+$85.5M	0.39%	41
2016 Q4	$1.16B	Buy	27,893,012 +820,898	+3%	+$34.2M	0.38%	40
2016 Q3	$1.15B	Buy	27,072,114 +5,116,100	+23%	+$224M	0.39%	34
2016 Q2	$995M	Buy	21,956,014 +5,949,723	+37%	+$269M	0.36%	44
2016 Q1	$743M	Buy	16,006,291 +224,564	+1%	+$9.77M	0.29%	74
2015 Q4	$678M	Buy	15,781,727 +553,607	+4%	+$23.5M	0.25%	87
2015 Q3	$611M	Sell	15,228,120 -302,962	-2%	-$12.1M	0.23%	95
2015 Q2	$609M	Sell	15,531,082 -532,816	-3%	-$21.7M	0.21%	102
2015 Q1	$651M	Buy	16,063,898 +688,864	+4%	+$28.8M	0.24%	88
2014 Q4	$649M	Sell	15,375,034 -1,300,977	-8%	-$55.6M	0.24%	86
2014 Q3	$711M	Buy	16,676,011 +107,935	+0.7%	+$4.46M	0.27%	67
2014 Q2	$702M	Sell	16,568,076 -2,490,799	-13%	-$101M	0.28%	66
2014 Q1	$737M	Buy	19,058,875 +3,080,486	+19%	+$119M	0.31%	59
2013 Q4	$660M	Buy	15,978,389 +255,983	+2%	+$10.1M	0.28%	61
2013 Q3	$596M	Buy	15,722,406 +1,108,166	+8%	+$43.8M	0.28%	69
2013 Q2	$586M	Buy	+14,614,240	New	+$605M	0.3%	56

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley's KO Position: Q1 2026 in Review

Morgan Stanley reduced its Coca-Cola (KO) stake by 1.4% in Q1 2026, selling an estimated $98.7M and leaving 91,894,070 shares worth $6.99B. The position accounts for 0.42% of the portfolio, ranked #34.

Morgan Stanley first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.74B in Q4 2023. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Morgan Stanley held 91,894,070 shares of Coca-Cola worth $6.99B as of Q1 2026.
Morgan Stanley sold 1,305,683 Coca-Cola shares in Q1 2026, an estimated $98.7M.
Coca-Cola made up 0.42% of Morgan Stanley's portfolio in Q1 2026, its #34 holding.
Morgan Stanley first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
Morgan Stanley's Coca-Cola position peaked at $8.74B in Q4 2023.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.