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

Prelude 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 Q2	–	Sell	-18,900	Closed	-$1.35M	–	1186
2025 Q1	$1.35M	Sell	18,900 -1,900	-9%	-$127K	0.1%	228
2024 Q4	$1.3M	Buy	+20,800	New	+$1.36M	0.08%	300
2020 Q3	–	Sell	-800	Closed	-$36K	–	2117
2020 Q2	$36K	Buy	800 +600	+300%	+$27.6K	﹤0.01%	1248
2020 Q1	$9K	Buy	+200	New	+$10.8K	﹤0.01%	1145
2019 Q1	–	Sell	-33,800	Closed	-$1.6M	–	1981
2018 Q4	$1.6M	Sell	33,800 -7,400	-18%	-$354K	0.11%	224
2018 Q3	$1.9M	Buy	+41,200	New	+$1.88M	0.11%	207
2014 Q2	–	Sell	-4,900	Closed	-$189K	–	2057
2014 Q1	$189K	Hold	4,900	–	–	0.03%	757
2013 Q4	$202K	Buy	+4,900	New	+$193K	0.03%	619

Other funds holding KO

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 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

Prelude Capital Management's KO Position: Q2 2026 in Review

Prelude Capital Management opened a new position in Coca-Cola (KO) in Q2 2026: 4,715 shares worth $383K. The stake represents 0.03% of the portfolio and ranks #642 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in KO as recently as Q1 2025.

Prelude Capital Management first reported a position in KO in Q3 2013 and has held it in 28 quarters since. The position peaked at $3.09M in Q2 2024. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Prelude Capital Management held 4,715 shares of Coca-Cola worth $383K as of Q2 2026.
Coca-Cola was a new Prelude Capital Management position in Q2 2026.
Coca-Cola made up 0.03% of Prelude Capital Management's portfolio in Q2 2026, its #642 holding.
Prelude Capital Management first reported a position in Coca-Cola in Q3 2013 and has held it in 28 quarters since.
Prelude Capital Management's Coca-Cola position peaked at $3.09M in Q2 2024.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.