WC
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Waterloo Capital’s Coca-Cola KO Stock Holding History

Waterloo 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 		$4.15M Sell
54,537
-842
-2% -$63.7K 0.29% 82
2025
Q4 		$3.87M Buy
55,379
+3,318
+6% +$231K 0.28% 85
2025
Q3 		$3.45M Buy
52,061
+735
+1% +$50.6K 0.26% 97
2025
Q2 		$3.63M Buy
51,326
+4,657
+10% +$332K 0.29% 82
2025
Q1 		$3.34M Buy
46,669
+7,254
+18% +$484K 0.31% 86
2024
Q4 		$2.45M Buy
39,415
+4,118
+12% +$269K 0.26% 96
2024
Q3 		$2.54M Buy
35,297
+24,713
+233% +$1.69M 0.28% 91
2024
Q2 		$674K Buy
10,584
+6,213
+142% +$385K 0.08% 184
2024
Q1 		$267K Buy
+4,371
New +$263K 0.03% 303
2023
Q2 		– Sell
-5,552
Closed -$344K – 239
2023
Q1 		$344K Buy
+5,552
New +$336K 0.11% 119

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

Waterloo Capital's KO Position: Q1 2026 in Review

Waterloo Capital reduced its Coca-Cola (KO) stake by 1.5% in Q1 2026, selling an estimated $63.7K and leaving 54,537 shares worth $4.15M. The position accounts for 0.29% of the portfolio, ranked #82.

Waterloo Capital first reported a position in KO in Q1 2023 and has held it in 10 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Waterloo Capital held 54,537 shares of Coca-Cola worth $4.15M as of Q1 2026.
  • Waterloo Capital sold 842 Coca-Cola shares in Q1 2026, an estimated $63.7K.
  • Coca-Cola made up 0.29% of Waterloo Capital's portfolio in Q1 2026, its #82 holding.
  • Waterloo Capital first reported a position in Coca-Cola in Q1 2023 and has held it in 10 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.