Peak Asset Management’s Coca-Cola KO Stock Holding History

Peak Asset Management’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	$881K	Buy	11,587 +19	+0.2%	+$1.44K	0.16%	77
2025 Q4	$809K	Sell	11,568 -2,349	-17%	-$164K	0.14%	79
2025 Q3	$923K	Hold	13,917	–	–	0.16%	74
2025 Q2	$985K	Buy	13,917 +604	+5%	+$43K	0.18%	72
2025 Q1	$953K	Hold	13,313	–	–	0.18%	73
2024 Q4	$829K	Sell	13,313 -1,594	-11%	-$104K	0.15%	76
2024 Q3	$1.07M	Hold	14,907	–	–	0.2%	73
2024 Q2	$949K	Hold	14,907	–	–	0.19%	74
2024 Q1	$912K	Hold	14,907	–	–	0.18%	77
2023 Q4	$878K	Hold	14,907	–	–	0.19%	76
2023 Q3	$834K	Sell	14,907 -162	-1%	-$9.72K	0.2%	77
2023 Q2	$907K	Buy	15,069 +162	+1%	+$10.1K	0.21%	76
2023 Q1	$925K	Buy	14,907 +375	+3%	+$22.7K	0.23%	73
2022 Q4	$924K	Sell	14,532 -200	-1%	-$12.1K	0.24%	68
2022 Q3	$825K	Hold	14,732	–	–	0.23%	70
2022 Q2	$927K	Hold	14,732	–	–	0.25%	68
2022 Q1	$913K	Sell	14,732 -1,025	-7%	-$62.3K	0.21%	73
2021 Q4	$933K	Hold	15,757	–	–	0.22%	73
2021 Q3	$827K	Hold	15,757	–	–	0.2%	75
2021 Q2	$853K	Buy	15,757 +225	+1%	+$12.2K	0.21%	75
2021 Q1	$819K	Hold	15,532	–	–	0.2%	79
2020 Q4	$852K	Hold	15,532	–	–	0.22%	70
2020 Q3	$767K	Hold	15,532	–	–	0.23%	64
2020 Q2	$694K	Buy	+15,532	New	+$715K	0.22%	64

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

Peak Asset Management's KO Position: Q1 2026 in Review

Peak Asset Management increased its Coca-Cola (KO) stake by 0.16% in Q1 2026, buying an estimated $1.44K and bringing the position to 11,587 shares worth $881K. The position accounts for 0.16% of the portfolio, ranked #77.

Peak Asset Management first reported a position in KO in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.07M in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Peak Asset Management held 11,587 shares of Coca-Cola worth $881K as of Q1 2026.
Peak Asset Management bought 19 Coca-Cola shares in Q1 2026, an estimated $1.44K.
Coca-Cola made up 0.16% of Peak Asset Management's portfolio in Q1 2026, its #77 holding.
Peak Asset Management first reported a position in Coca-Cola in Q2 2020 and has held it in 24 quarters since.
Peak Asset Management's Coca-Cola position peaked at $1.07M in Q3 2024.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Peak Asset Management's 13F filing for Q1 2026, filed 15 May 2026.