Requisite Capital Management’s Coca-Cola KO Stock Holding History

Requisite Capital 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	$384K	Sell	5,012 -22	-0.4%	-$1.66K	0.07%	69
2025 Q4	$352K	Buy	+5,034	New	+$351K	0.07%	84
2025 Q3	–	Sell	-5,285	Closed	-$377K	–	367
2025 Q2	$377K	Buy	5,285 +142	+3%	+$10.1K	0.08%	60
2025 Q1	$371K	Sell	5,143 -3,502	-41%	-$234K	0.08%	56
2024 Q4	$538K	Buy	8,645 +500	+6%	+$32.6K	0.11%	47
2024 Q3	$589K	Hold	8,145	–	–	0.12%	32
2024 Q2	$522K	Hold	8,145	–	–	0.12%	46
2024 Q1	$502K	Sell	8,145 -231	-3%	-$13.9K	0.11%	48
2023 Q4	$494K	Buy	+8,376	New	+$476K	0.12%	37

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

Requisite Capital Management's KO Position: Q1 2026 in Review

Requisite Capital Management reduced its Coca-Cola (KO) stake by 0.44% in Q1 2026, selling an estimated $1.66K and leaving 5,012 shares worth $384K. The position accounts for 0.07% of the portfolio, ranked #69.

Requisite Capital Management first reported a position in KO in Q4 2023 and has held it in 9 quarters since. The position peaked at $589K in Q3 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Requisite Capital Management held 5,012 shares of Coca-Cola worth $384K as of Q1 2026.
Requisite Capital Management sold 22 Coca-Cola shares in Q1 2026, an estimated $1.66K.
Coca-Cola made up 0.07% of Requisite Capital Management's portfolio in Q1 2026, its #69 holding.
Requisite Capital Management first reported a position in Coca-Cola in Q4 2023 and has held it in 9 quarters since.
Requisite Capital Management's Coca-Cola position peaked at $589K in Q3 2024.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Requisite Capital Management's 13F filing for Q1 2026, filed 14 May 2026.