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

Orion 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
2026 Q1	$463K	Hold	6,083	–	–	0.15%	56
2025 Q4	$425K	Hold	6,083	–	–	0.13%	57
2025 Q3	$403K	Hold	6,083	–	–	0.13%	60
2025 Q2	$430K	Hold	6,083	–	–	0.15%	57
2025 Q1	$436K	Hold	6,083	–	–	0.18%	53
2024 Q4	$379K	Buy	6,083 +1,000	+20%	+$65.3K	0.15%	53
2024 Q3	$365K	Hold	5,083	–	–	0.14%	54
2024 Q2	$324K	Buy	+5,083	New	+$315K	0.13%	55

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Orion Investment Company held its Coca-Cola (KO) position steady in Q1 2026 at 6,083 shares worth $463K. The position accounts for 0.15% of the portfolio, ranked #56.

Orion Investment Company first reported a position in KO in Q2 2024 and has held it in 8 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Orion Investment Company held 6,083 shares of Coca-Cola worth $463K as of Q1 2026.
Orion Investment Company left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.15% of Orion Investment Company's portfolio in Q1 2026, its #56 holding.
Orion Investment Company first reported a position in Coca-Cola in Q2 2024 and has held it in 8 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Orion Investment Company's 13F filing for Q1 2026, filed 12 May 2026.