SEC 13F Intelligence

Charles Schwab Investment Management Inc / KO

Charles Schwab Investment Management Inc’s Coca Cola Co Position

Does Charles Schwab Investment Management Inc own Coca Cola Co (KO)? Yes — 76.34M shares worth $5.8B (+0.89% of its 13F portfolio) as of Q1 2026, up from 71.50M shares the prior filed quarter.

Position Value
$5.8B
Q1 2026
Shares
76.34M
% of Portfolio
+0.89%
Quarters Held
30
currently held

Position History KO

Reported value by quarter
Q4 ’18: $737MQ4 ’18Q1 ’19: $1.2BQ2 ’19: $1.3BQ3 ’19: $1.4BQ4 ’19: $1.5BQ4 ’19Q1 ’20: $1.5BQ2 ’20: $1.5BQ3 ’20: $1.8BQ4 ’20: $2.1BQ4 ’20Q1 ’21: $2.2BQ2 ’21: $2.5BQ3 ’21: $2.5BQ4 ’21: $3.0BQ4 ’21Q1 ’22: $3.2BQ2 ’22: $3.3BQ3 ’22: $3.0BQ4 ’22: $3.7BQ4 ’22Q1 ’23: $3.7BQ2 ’23: $3.6BQ3 ’23: $3.5BQ4 ’23: $3.6BQ4 ’23Q1 ’24: $3.9BQ2 ’24: $4.0BQ3 ’24: $4.5BQ4 ’24: $4.6BQ4 ’24Q1 ’25: $5.0BQ2 ’25: $4.8BQ3 ’25: $4.8BQ4 ’25: $5.0BQ4 ’25Q1 ’26: $5.8Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202676.34M$5.8B+0.89%
Q4 202571.50M$5.0B+0.78%
Q3 202572.15M$4.8B+0.76%
Q2 202568.52M$4.8B+0.84%
Q1 202570.28M$5.0B+0.94%
Q4 202474.16M$4.6B+0.85%
Q3 202462.59M$4.5B+0.86%
Q2 202463.17M$4.0B+0.77%
Q1 202464.22M$3.9B+0.90%
Q4 202362.01M$3.6B+0.92%
Q3 202363.14M$3.5B+1.00%
Q2 202360.67M$3.6B+1.03%
Q1 202360.64M$3.7B+1.13%
Q4 202258.09M$3.7B+1.18%
Q3 202253.94M$3.0B+1.08%
Q2 202252.51M$3.3B+1.15%
Q1 202251.57M$3.2B+0.96%
Q4 202150.27M$3.0B+0.88%
Q3 202148.06M$2.5B+0.82%
Q2 202145.45M$2.5B+0.82%
Q1 202141.89M$2.2B+0.81%
Q4 202037.88M$2.1B+0.82%
Q3 202035.89M$1.8B+0.81%
Q2 202034.33M$1.5B+0.75%
Q1 202033.90M$1.5B+0.88%
Q4 201926.42M$1.5B+0.79%
Q3 201925.15M$1.4B+0.81%
Q2 201924.71M$1.3B+0.77%
Q1 201925.04M$1.2B+0.75%
Q4 201815.56M$737M+0.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Charles Schwab Investment Management Inc’s full portfolio or all institutional holders of KO.