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

Smartleaf 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	$5.39M	Buy	70,681 +5,456	+8%	+$412K	0.19%	92
2025 Q4	$4.57M	Buy	65,225 +10,918	+20%	+$761K	0.17%	105
2025 Q3	$3.59M	Buy	54,307 +14,076	+35%	+$969K	0.22%	93
2025 Q2	$2.83M	Sell	40,231 -2,258	-5%	-$161K	0.25%	80
2025 Q1	$2.99M	Buy	42,489 +4,078	+11%	+$272K	0.29%	70
2024 Q4	$2.38M	Buy	38,411 +5,482	+17%	+$358K	0.24%	89
2024 Q3	$2.36M	Buy	32,929 +8,235	+33%	+$564K	0.29%	81
2024 Q2	$1.58M	Buy	24,694 +6,341	+35%	+$393K	0.26%	85
2024 Q1	$1.12M	Buy	18,353 +4,642	+34%	+$279K	0.22%	111
2023 Q4	$783K	Buy	+13,711	New	+$779K	0.21%	109

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

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

Smartleaf Asset Management increased its Coca-Cola (KO) stake by 8.4% in Q1 2026, buying an estimated $412K and bringing the position to 70,681 shares worth $5.39M. The position accounts for 0.19% of the portfolio, ranked #92.

Smartleaf Asset Management first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Smartleaf Asset Management held 70,681 shares of Coca-Cola worth $5.39M as of Q1 2026.
Smartleaf Asset Management bought 5,456 Coca-Cola shares in Q1 2026, an estimated $412K.
Coca-Cola made up 0.19% of Smartleaf Asset Management's portfolio in Q1 2026, its #92 holding.
Smartleaf Asset Management first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.