Red Cedar Investment Management’s Coca-Cola KO Stock Holding History

Red Cedar Investment 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
2026 Q1	$363K	Hold	4,774	–	–	0.04%	89
2025 Q4	$334K	Hold	4,774	–	–	0.04%	83
2025 Q3	$317K	Hold	4,774	–	–	0.04%	80
2025 Q2	$338K	Hold	4,774	–	–	0.04%	79
2025 Q1	$342K	Hold	4,774	–	–	0.05%	78
2024 Q4	$297K	Sell	4,774 -9,548	-67%	-$623K	0.04%	75
2024 Q3	$1.03M	Hold	14,322	–	–	0.13%	75
2024 Q2	$912K	Hold	14,322	–	–	0.12%	64
2024 Q1	$876K	Sell	14,322 -11,425	-44%	-$686K	0.11%	75
2023 Q4	$1.52M	Hold	25,747	–	–	0.22%	52
2023 Q3	$1.44M	Buy	25,747 +228	+0.9%	+$13.7K	0.22%	50
2023 Q2	$1.54M	Hold	25,519	–	–	0.23%	51
2023 Q1	$1.58M	Buy	25,519 +7,800	+44%	+$472K	0.24%	54
2022 Q4	$1.13M	Buy	17,719 +1,344	+8%	+$81.1K	0.18%	53
2022 Q3	$917K	Hold	16,375	–	–	0.16%	55
2022 Q2	$1.03M	Buy	16,375 +1,895	+13%	+$120K	0.17%	52
2022 Q1	$898K	Hold	14,480	–	–	0.13%	62
2021 Q4	$857K	Sell	14,480 -1,227	-8%	-$68.3K	0.1%	70
2021 Q3	$824K	Buy	15,707 +5,404	+52%	+$301K	0.11%	71
2021 Q2	$557K	Sell	10,303 -5,492	-35%	-$299K	0.07%	72
2021 Q1	$833K	Hold	15,795	–	–	0.11%	61
2020 Q4	$866K	Buy	15,795 +11,517	+269%	+$595K	0.13%	54
2020 Q3	$211K	Sell	4,278 -2,449	-36%	-$118K	0.04%	72
2020 Q2	$301K	Buy	+6,727	New	+$310K	0.07%	77

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

Red Cedar Investment Management's KO Position: Q1 2026 in Review

Red Cedar Investment Management held its Coca-Cola (KO) position steady in Q1 2026 at 4,774 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #89.

Red Cedar Investment Management first reported a position in KO in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.58M in Q1 2023. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Red Cedar Investment Management held 4,774 shares of Coca-Cola worth $363K as of Q1 2026.
Red Cedar Investment Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.04% of Red Cedar Investment Management's portfolio in Q1 2026, its #89 holding.
Red Cedar Investment Management first reported a position in Coca-Cola in Q2 2020 and has held it in 24 quarters since.
Red Cedar Investment Management's Coca-Cola position peaked at $1.58M in Q1 2023.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Red Cedar Investment Management's 13F filing for Q1 2026, filed 30 Apr 2026.