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Principal Securities’s Coca-Cola KO Stock Holding History

Principal Securities’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 		$10.6M Buy
139,040
+1,066
+0.8% +$80.6K 0.16% 124
2025
Q4 		$9.65M Buy
137,974
+7,235
+6% +$504K 0.15% 130
2025
Q3 		$8.67M Buy
130,739
+3,973
+3% +$273K 0.14% 134
2025
Q2 		$8.97M Buy
126,766
+20,270
+19% +$1.44M 0.17% 116
2025
Q1 		$6.63M Buy
106,496
+370
+0.3% +$24.7K 0.15% 137
2024
Q4 		$6.61M Buy
106,126
+4,121
+4% +$269K 0.15% 136
2024
Q3 		$7.33M Buy
102,005
+7,791
+8% +$534K 0.18% 107
2024
Q2 		$6M Buy
94,214
+13,337
+16% +$826K 0.17% 111
2024
Q1 		$4.95M Buy
80,877
+5,882
+8% +$353K 0.15% 130
2023
Q4 		$4.42M Buy
+74,995
New +$4.26M 0.16% 126

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

Principal Securities's KO Position: Q1 2026 in Review

Principal Securities increased its Coca-Cola (KO) stake by 0.77% in Q1 2026, buying an estimated $80.6K and bringing the position to 139,040 shares worth $10.6M. The position accounts for 0.16% of the portfolio, ranked #124.

Principal Securities first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Principal Securities held 139,040 shares of Coca-Cola worth $10.6M as of Q1 2026.
  • Principal Securities bought 1,066 Coca-Cola shares in Q1 2026, an estimated $80.6K.
  • Coca-Cola made up 0.16% of Principal Securities's portfolio in Q1 2026, its #124 holding.
  • Principal Securities first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.