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Xponance’s Coca-Cola KO Stock Holding History

Xponance’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 		$73.2M Buy
962,521
+90,986
+10% +$6.88M 0.52% 26
2025
Q4 		$60.9M Buy
871,535
+68,144
+8% +$4.75M 0.46% 27
2025
Q3 		$53.3M Buy
803,391
+17,026
+2% +$1.17M 0.42% 27
2025
Q2 		$55.6M Buy
786,365
+12,662
+2% +$902K 0.46% 27
2025
Q1 		$55.4M Buy
773,703
+12,178
+2% +$813K 0.54% 26
2024
Q4 		$47.4M Buy
761,525
+23,002
+3% +$1.5M 0.43% 29
2024
Q3 		$53.1M Sell
738,523
-18,345
-2% -$1.26M 0.51% 28
2024
Q2 		$48.2M Sell
756,868
-25,080
-3% -$1.55M 0.49% 30
2024
Q1 		$47.8M Buy
781,948
+34,307
+5% +$2.06M 0.5% 29
2023
Q4 		$44.1M Buy
747,641
+76,438
+11% +$4.34M 0.53% 29
2023
Q3 		$37.6M Buy
671,203
+15,680
+2% +$940K 0.51% 28
2023
Q2 		$39.5M Sell
655,523
-150,026
-19% -$9.33M 0.53% 28
2023
Q1 		$50M Buy
805,549
+15,931
+2% +$965K 0.73% 23
2022
Q4 		$50.2M Buy
789,618
+112,291
+17% +$6.78M 0.81% 20
2022
Q3 		$37.9M Sell
677,327
-9,572
-1% -$595K 0.73% 20
2022
Q2 		$43.2M Sell
686,899
-71,667
-9% -$4.54M 0.87% 14
2022
Q1 		$47M Buy
758,566
+4,327
+0.6% +$263K 0.78% 15
2021
Q4 		$44.7M Buy
754,239
+169,365
+29% +$9.43M 0.7% 17
2021
Q3 		$30.7M Sell
584,874
-19,157
-3% -$1.07M 0.58% 24
2021
Q2 		$32.7M Buy
604,031
+54,297
+10% +$2.95M 0.6% 23
2021
Q1 		$29M Sell
549,734
-432
-0.1% -$21.7K 0.61% 28
2020
Q4 		$30.2M Buy
550,166
+156,953
+40% +$8.12M 0.66% 25
2020
Q3 		$19.4M Buy
393,213
+1,394
+0.4% +$67K 0.48% 37
2020
Q2 		$17.5M Buy
+391,819
New +$18M 0.45% 42

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

Xponance's KO Position: Q1 2026 in Review

Xponance increased its Coca-Cola (KO) stake by 10% in Q1 2026, buying an estimated $6.88M and bringing the position to 962,521 shares worth $73.2M. The position accounts for 0.52% of the portfolio, ranked #26.

Xponance first reported a position in KO in Q2 2020 and has held it in 24 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Xponance held 962,521 shares of Coca-Cola worth $73.2M as of Q1 2026.
  • Xponance bought 90,986 Coca-Cola shares in Q1 2026, an estimated $6.88M.
  • Coca-Cola made up 0.52% of Xponance's portfolio in Q1 2026, its #26 holding.
  • Xponance first reported a position in Coca-Cola in Q2 2020 and has held it in 24 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.