SignatureFD’s Coca-Cola KO Stock Holding History

SignatureFD’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
2014 Q4	–	Sell	-6,000	Closed	-$14K	–	918
2014 Q3	$14K	Buy	+6,000	New	+$248K	﹤0.01%	420

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

SignatureFD's KO Position: Q1 2026 in Review

SignatureFD reduced its Coca-Cola (KO) stake by 11% in Q1 2026, selling an estimated $3.18M and leaving 347,763 shares worth $26.4M. The position accounts for 0.41% of the portfolio, ranked #29.

SignatureFD first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $38.7M in Q4 2013. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

SignatureFD held 347,763 shares of Coca-Cola worth $26.4M as of Q1 2026.
SignatureFD sold 42,007 Coca-Cola shares in Q1 2026, an estimated $3.18M.
Coca-Cola made up 0.41% of SignatureFD's portfolio in Q1 2026, its #29 holding.
SignatureFD first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
SignatureFD's Coca-Cola position peaked at $38.7M in Q4 2013.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.