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Stone House Investment Management’s Coca-Cola KO Stock Holding History

Stone House Investment 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 		$130K Buy
1,703
+141
+9% +$10.7K 0.02% 105
2025
Q4 		$109K Buy
1,562
+64
+4% +$4.46K 0.02% 114
2025
Q3 		$99.3K Sell
1,498
-38
-2% -$2.62K 0.02% 114
2025
Q2 		$109K Sell
1,536
-110
-7% -$7.84K 0.02% 105
2025
Q1 		$118K Buy
+1,646
New +$110K 0.02% 87
2024
Q4 		– Sell
-1,590
Closed -$114K – 211
2024
Q3 		$114K Buy
1,590
+7
+0.4% +$479 0.02% 70
2024
Q2 		$101K Sell
1,583
-285
-15% -$17.6K 0.03% 80
2024
Q1 		$114K Buy
1,868
+667
+56% +$40.1K 0.03% 74
2023
Q4 		$70.8K Buy
1,201
+939
+358% +$53.3K 0.02% 74
2023
Q3 		$14.7K Hold
262
– – 0.01% 135
2023
Q2 		$15.7K Buy
262
+32
+14% +$1.99K 0.01% 131
2023
Q1 		$14.2K Buy
+230
New +$13.9K ﹤0.01% 139
2019
Q2 		– Sell
-215
Closed -$10K – 129
2019
Q1 		$10K Buy
+215
New +$10.1K 0.01% 151

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stone House Investment Management's KO Position: Q1 2026 in Review

Stone House Investment Management increased its Coca-Cola (KO) stake by 9% in Q1 2026, buying an estimated $10.7K and bringing the position to 1,703 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #105.

Stone House Investment Management first reported a position in KO in Q1 2019 and has held it in 13 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Stone House Investment Management held 1,703 shares of Coca-Cola worth $130K as of Q1 2026.
  • Stone House Investment Management bought 141 Coca-Cola shares in Q1 2026, an estimated $10.7K.
  • Coca-Cola made up 0.02% of Stone House Investment Management's portfolio in Q1 2026, its #105 holding.
  • Stone House Investment Management first reported a position in Coca-Cola in Q1 2019 and has held it in 13 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.