Systematic Alpha Investments’s Coca-Cola KO Stock Holding History

Systematic Alpha Investments’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	$13.1M	Hold	172,300	–	–	0.46%	43
2025 Q4	$12M	Hold	172,300	–	–	0.38%	47
2025 Q3	$11.4M	Hold	172,300	–	–	0.38%	48
2025 Q2	$12.2M	Hold	172,300	–	–	0.43%	45
2025 Q1	$12.3M	Hold	172,300	–	–	0.47%	43
2024 Q4	$10.7M	Hold	172,300	–	–	0.4%	47
2024 Q3	$12.4M	Hold	172,300	–	–	0.45%	43
2024 Q2	$11M	Hold	172,300	–	–	0.42%	46
2024 Q1	$10.5M	Hold	172,300	–	–	0.42%	44
2023 Q4	$10.2M	Hold	172,300	–	–	0.46%	44
2023 Q3	$9.65M	Hold	172,300	–	–	0.48%	44
2023 Q2	$10.4M	Hold	172,300	–	–	0.5%	42
2023 Q1	$10.7M	Hold	172,300	–	–	0.56%	41
2022 Q4	$11M	Hold	172,300	–	–	0.56%	42
2022 Q3	$9.65M	Hold	172,300	–	–	0.58%	42
2022 Q2	$10.8M	Hold	172,300	–	–	0.61%	42
2022 Q1	$10.7M	Hold	172,300	–	–	0.52%	44
2021 Q4	$10.2M	Hold	172,300	–	–	0.47%	44
2021 Q3	$9.71M	Hold	172,300	–	–	0.43%	48
2021 Q2	$9.79M	Hold	172,300	–	–	0.44%	48
2021 Q1	$9.08M	Hold	172,300	–	–	0.58%	42
2020 Q4	$9.45M	Buy	+172,300	New	+$8.91M	1.03%	30

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

Systematic Alpha Investments's KO Position: Q1 2026 in Review

Systematic Alpha Investments held its Coca-Cola (KO) position steady in Q1 2026 at 172,300 shares worth $13.1M. The position accounts for 0.46% of the portfolio, ranked #43.

Systematic Alpha Investments first reported a position in KO in Q4 2020 and has held it in 22 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Systematic Alpha Investments held 172,300 shares of Coca-Cola worth $13.1M as of Q1 2026.
Systematic Alpha Investments left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.46% of Systematic Alpha Investments's portfolio in Q1 2026, its #43 holding.
Systematic Alpha Investments first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.