Voleon Capital Management’s Coca-Cola KO Stock Holding History

Voleon Capital 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	$23.3M	Buy	306,132 +96,037	+46%	+$7.26M	0.5%	40
2025 Q4	$14.7M	Sell	210,095 -313,555	-60%	-$21.9M	0.32%	68
2025 Q3	$34.7M	Buy	523,650 +254,847	+95%	+$17.5M	0.85%	15
2025 Q2	$19M	Buy	268,803 +150,298	+127%	+$10.7M	1.04%	12
2025 Q1	$8.49M	Buy	118,505 +78,148	+194%	+$5.22M	0.66%	33
2024 Q4	$2.51M	Buy	+40,357	New	+$2.63M	0.19%	120
2019 Q1	–	Sell	-400,000	Closed	-$18.9M	–	43
2018 Q4	$18.9M	Buy	+400,000	New	+$19.1M	1.81%	22

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

Voleon Capital Management's KO Position: Q1 2026 in Review

Voleon Capital Management increased its Coca-Cola (KO) stake by 46% in Q1 2026, buying an estimated $7.26M and bringing the position to 306,132 shares worth $23.3M. The position accounts for 0.5% of the portfolio, ranked #40.

Voleon Capital Management first reported a position in KO in Q4 2018 and has held it in 7 quarters since. The position peaked at $34.7M in Q3 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Voleon Capital Management held 306,132 shares of Coca-Cola worth $23.3M as of Q1 2026.
Voleon Capital Management bought 96,037 Coca-Cola shares in Q1 2026, an estimated $7.26M.
Coca-Cola made up 0.5% of Voleon Capital Management's portfolio in Q1 2026, its #40 holding.
Voleon Capital Management first reported a position in Coca-Cola in Q4 2018 and has held it in 7 quarters since.
Voleon Capital Management's Coca-Cola position peaked at $34.7M in Q3 2025.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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