Van Diest Capital’s Coca-Cola KO Stock Holding History

Van Diest 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
2026 Q1	$1.01M	Buy	13,336 +5,575	+72%	+$421K	0.8%	29
2025 Q4	$543K	Buy	+7,761	New	+$541K	0.81%	28

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

Van Diest Capital's KO Position: Q1 2026 in Review

Van Diest Capital increased its Coca-Cola (KO) stake by 72% in Q1 2026, buying an estimated $421K and bringing the position to 13,336 shares worth $1.01M. The position accounts for 0.8% of the portfolio, ranked #29.

Van Diest Capital first reported a position in KO in Q4 2025 and has held it in 2 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Van Diest Capital held 13,336 shares of Coca-Cola worth $1.01M as of Q1 2026.
Van Diest Capital bought 5,575 Coca-Cola shares in Q1 2026, an estimated $421K.
Coca-Cola made up 0.8% of Van Diest Capital's portfolio in Q1 2026, its #29 holding.
Van Diest Capital first reported a position in Coca-Cola in Q4 2025 and has held it in 2 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Van Diest Capital's 13F filing for Q1 2026, filed 15 May 2026.