Palladiem’s Coca-Cola KO Stock Holding History

Palladiem’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	$225K	Buy	2,877 +6	+0.2%	+$454	0.21%	50
2025 Q4	$201K	Buy	+2,871	New	+$200K	0.19%	50
2023 Q3	$238K	Hold	4,244	–	–	0.26%	49
2023 Q2	$256K	Hold	4,244	–	–	0.26%	46
2023 Q1	$263K	Hold	4,244	–	–	0.28%	39
2022 Q4	$270K	Hold	4,244	–	–	0.28%	40
2022 Q3	$238K	Sell	4,244 -20	-0.5%	-$1.24K	0.25%	40
2022 Q2	$268K	Hold	4,264	–	–	0.27%	40
2022 Q1	$264K	Hold	4,264	–	–	0.23%	41
2021 Q4	$252K	Hold	4,264	–	–	0.2%	50
2021 Q3	$224K	Hold	4,264	–	–	0.18%	48
2021 Q2	$231K	Hold	4,264	–	–	0.19%	56
2021 Q1	$225K	Hold	4,264	–	–	0.2%	50
2020 Q4	$234K	Buy	+4,264	New	+$220K	0.22%	52
2015 Q3	$98K	Hold	2,443	–	–	0.15%	34
2015 Q2	$96K	Hold	2,443	–	–	0.08%	40
2015 Q1	$99K	Hold	2,443	–	–	0.08%	39
2014 Q4	$103K	Buy	+2,443	New	+$104K	0.08%	48

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

Palladiem's KO Position: Q1 2026 in Review

Palladiem increased its Coca-Cola (KO) stake by 0.21% in Q1 2026, buying an estimated $454 and bringing the position to 2,877 shares worth $225K. The position accounts for 0.21% of the portfolio, ranked #50.

Palladiem first reported a position in KO in Q4 2014 and has held it in 18 quarters since. The position peaked at $270K in Q4 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Palladiem held 2,877 shares of Coca-Cola worth $225K as of Q1 2026.
Palladiem bought 6 Coca-Cola shares in Q1 2026, an estimated $454.
Coca-Cola made up 0.21% of Palladiem's portfolio in Q1 2026, its #50 holding.
Palladiem first reported a position in Coca-Cola in Q4 2014 and has held it in 18 quarters since.
Palladiem's Coca-Cola position peaked at $270K in Q4 2022.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Palladiem's 13F filing for Q1 2026, filed 6 May 2026.