Portfolio Design Labs’s Coca-Cola KO Stock Holding History

Portfolio Design Labs’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	$2.53M	Sell	33,273 -5,647	-15%	-$427K	0.45%	36
2025 Q4	$2.72M	Sell	38,920 -1,115	-3%	-$77.7K	0.45%	43
2025 Q3	$2.66M	Buy	40,035 +21,245	+113%	+$1.46M	0.46%	43
2025 Q2	$1.33M	Sell	18,790 -16,527	-47%	-$1.18M	0.26%	71
2025 Q1	$2.53M	Sell	35,317 -15,066	-30%	-$1.01M	0.52%	66
2024 Q4	$3.14M	Buy	50,383 +17,067	+51%	+$1.11M	0.64%	42
2024 Q3	$2.39M	Sell	33,316 -9,878	-23%	-$676K	0.67%	40
2024 Q2	$2.75M	Buy	43,194 +3,640	+9%	+$225K	0.85%	42
2024 Q1	$2.42M	Sell	39,554 -13,649	-26%	-$820K	0.81%	52
2023 Q4	$3.14M	Buy	+53,203	New	+$3.02M	1.19%	27

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

Portfolio Design Labs's KO Position: Q1 2026 in Review

Portfolio Design Labs reduced its Coca-Cola (KO) stake by 15% in Q1 2026, selling an estimated $427K and leaving 33,273 shares worth $2.53M. The position accounts for 0.45% of the portfolio, ranked #36.

Portfolio Design Labs first reported a position in KO in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.14M in Q4 2024. 3,558 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Portfolio Design Labs held 33,273 shares of Coca-Cola worth $2.53M as of Q1 2026.
Portfolio Design Labs sold 5,647 Coca-Cola shares in Q1 2026, an estimated $427K.
Coca-Cola made up 0.45% of Portfolio Design Labs's portfolio in Q1 2026, its #36 holding.
Portfolio Design Labs first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
Portfolio Design Labs's Coca-Cola position peaked at $3.14M in Q4 2024.
3,558 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.