Polen Capital Management’s Coca-Cola KO Stock Holding History

Polen Capital 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
2025 Q4	–	Sell	-10,490	Closed	-$696K	–	260
2025 Q3	$696K	Buy	+10,490	New	+$722K	﹤0.01%	163

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Polen Capital Management's KO Position: Q4 2025 in Review

Polen Capital Management sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 10,490 shares — an estimated $696K sold.

Polen Capital Management first reported a position in KO in Q3 2025 and held it in 1 quarter. The position peaked at $696K in Q3 2025. 3,476 funds tracked by Wall St. Rank hold KO as of Q4 2025.

Polen Capital Management reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
Polen Capital Management sold 10,490 Coca-Cola shares in Q4 2025, an estimated $696K.
Polen Capital Management first reported a position in Coca-Cola in Q3 2025 and held it in 1 quarter.
Polen Capital Management's Coca-Cola position peaked at $696K in Q3 2025.
3,476 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Polen Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.