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Reflection Asset Management’s Coca-Cola KO Stock Holding History

Reflection Asset 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 		$466K Buy
6,116
+978
+19% +$73.9K 0.28% 79
2025
Q4 		$359K Buy
+5,138
New +$358K 0.26% 74

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Reflection Asset Management's KO Position: Q1 2026 in Review

Reflection Asset Management increased its Coca-Cola (KO) stake by 19% in Q1 2026, buying an estimated $73.9K and bringing the position to 6,116 shares worth $466K. The position accounts for 0.28% of the portfolio, ranked #79.

Reflection Asset Management first reported a position in KO in Q4 2025 and has held it in 2 quarters since. 3,581 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Reflection Asset Management held 6,116 shares of Coca-Cola worth $466K as of Q1 2026.
  • Reflection Asset Management bought 978 Coca-Cola shares in Q1 2026, an estimated $73.9K.
  • Coca-Cola made up 0.28% of Reflection Asset Management's portfolio in Q1 2026, its #79 holding.
  • Reflection Asset Management first reported a position in Coca-Cola in Q4 2025 and has held it in 2 quarters since.
  • 3,581 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.