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
2025 Q4	$359K	Buy	+5,138	New	+$358K	0.26%	74

Other funds holding KO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Norges Bank Oslo, Norway $1T AUM

Reflection Asset Management's KO Position: Q4 2025 in Review

Reflection Asset Management opened a new position in Coca-Cola (KO) in Q4 2025: 5,138 shares worth $359K. The stake represents 0.26% of the portfolio and ranks #74 among its holdings.

3,474 funds tracked by Wall St. Rank hold KO as of Q4 2025.

Reflection Asset Management held 5,138 shares of Coca-Cola worth $359K as of Q4 2025.
Coca-Cola was a new Reflection Asset Management position in Q4 2025.
Coca-Cola made up 0.26% of Reflection Asset Management's portfolio in Q4 2025, its #74 holding.
3,474 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.