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&Partners’s Coca-Cola KO Stock Holding History

&Partners’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 		$36.8M Buy
483,721
+34,643
+8% +$2.62M 0.18% 112
2025
Q4 		$31.4M Buy
449,078
+51,184
+13% +$3.57M 0.16% 117
2025
Q3 		$26.4M Buy
397,894
+36,339
+10% +$2.5M 0.17% 120
2025
Q2 		$25.6M Buy
361,555
+95,456
+36% +$6.8M 0.2% 112
2025
Q1 		$18.7M Buy
266,099
+12,916
+5% +$863K 0.2% 111
2024
Q4 		$15.7M Buy
253,183
+64,314
+34% +$4.2M 0.19% 116
2024
Q3 		$13.5M Buy
188,869
+79,423
+73% +$5.44M 0.26% 88
2024
Q2 		$6.97M Buy
109,446
+34,373
+46% +$2.13M 0.3% 80
2024
Q1 		$4.59M Buy
75,073
+12,706
+20% +$763K 0.63% 28
2023
Q4 		$3.69M Buy
62,367
+10,739
+21% +$610K 0.9% 20
2023
Q3 		$2.89M Buy
51,628
+410
+0.8% +$24.6K 1.35% 14
2023
Q2 		$3.08M Buy
51,218
+1,075
+2% +$66.9K 1.38% 13
2023
Q1 		$3.11M Sell
50,143
-33
-0.1% -$2K 1.5% 13
2022
Q4 		$3.19M Buy
50,176
+84
+0.2% +$5.07K 1.59% 13
2022
Q3 		$2.81M Buy
50,092
+1,967
+4% +$122K 1.62% 12
2022
Q2 		$3.03M Buy
48,125
+3,332
+7% +$211K 1.75% 10
2022
Q1 		$2.78M Buy
44,793
+3,100
+7% +$189K 1.56% 9
2021
Q4 		$2.47M Buy
41,693
+70
+0.2% +$3.9K 1.49% 9
2021
Q3 		$2.18M Buy
41,623
+27,844
+202% +$1.55M 1.39% 10
2021
Q2 		$746K Buy
13,779
+11
+0.1% +$598 0.48% 49
2021
Q1 		$726K Hold
13,768
– – 0.53% 47
2020
Q4 		$755K Buy
13,768
+205
+2% +$10.6K 0.63% 44
2020
Q3 		$670K Buy
13,563
+817
+6% +$39.3K 0.68% 44
2020
Q2 		$569K Buy
12,746
+3,211
+34% +$148K 0.69% 46
2020
Q1 		$422K Buy
+9,535
New +$515K 0.66% 46

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

&Partners's KO Position: Q1 2026 in Review

&Partners increased its Coca-Cola (KO) stake by 7.7% in Q1 2026, buying an estimated $2.62M and bringing the position to 483,721 shares worth $36.8M. The position accounts for 0.18% of the portfolio, ranked #112.

&Partners first reported a position in KO in Q1 2020 and has held it in 25 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • &Partners held 483,721 shares of Coca-Cola worth $36.8M as of Q1 2026.
  • &Partners bought 34,643 Coca-Cola shares in Q1 2026, an estimated $2.62M.
  • Coca-Cola made up 0.18% of &Partners's portfolio in Q1 2026, its #112 holding.
  • &Partners first reported a position in Coca-Cola in Q1 2020 and has held it in 25 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.