Purpose Unlimited Inc’s Coca-Cola KO Stock Holding History

Purpose Unlimited Inc’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	$7.71M	Buy	101,373 +18,018	+22%	+$1.36M	0.32%	58
2025 Q4	$5.83M	Buy	+83,355	New	+$5.81M	0.27%	66

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Purpose Unlimited Inc's KO Position: Q1 2026 in Review

Purpose Unlimited Inc increased its Coca-Cola (KO) stake by 22% in Q1 2026, buying an estimated $1.36M and bringing the position to 101,373 shares worth $7.71M. The position accounts for 0.32% of the portfolio, ranked #58.

Purpose Unlimited Inc first reported a position in KO in Q4 2025 and has held it in 2 quarters since. 3,562 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Purpose Unlimited Inc held 101,373 shares of Coca-Cola worth $7.71M as of Q1 2026.
Purpose Unlimited Inc bought 18,018 Coca-Cola shares in Q1 2026, an estimated $1.36M.
Coca-Cola made up 0.32% of Purpose Unlimited Inc's portfolio in Q1 2026, its #58 holding.
Purpose Unlimited Inc first reported a position in Coca-Cola in Q4 2025 and has held it in 2 quarters since.
3,562 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.