Scotia Capital’s Coca-Cola KO Stock Holding History

Scotia Capital’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
2017 Q2	–	Sell	-50,000	Closed	-$2.12M	–	714
2017 Q1	$2.12M	Sell	50,000 -240,000	-83%	-$10M	0.04%	253
2016 Q4	$12M	Buy	290,000 +200,000	+222%	+$8.32M	0.19%	88
2016 Q3	$3.81M	Buy	+90,000	New	+$3.94M	0.07%	189
2016 Q1	–	Sell	-85,000	Closed	-$3.65M	–	783
2015 Q4	$3.65M	Buy	+85,000	New	+$3.61M	0.08%	180

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

Scotia Capital's KO Position: Q1 2026 in Review

Scotia Capital reduced its Coca-Cola (KO) stake by 0.14% in Q1 2026, selling an estimated $57.5K and leaving 528,204 shares worth $40.2M. The position accounts for 0.17% of the portfolio, ranked #88.

Scotia Capital first reported a position in KO in Q2 2013 and has held it in 52 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Scotia Capital held 528,204 shares of Coca-Cola worth $40.2M as of Q1 2026.
Scotia Capital sold 761 Coca-Cola shares in Q1 2026, an estimated $57.5K.
Coca-Cola made up 0.17% of Scotia Capital's portfolio in Q1 2026, its #88 holding.
Scotia Capital first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.