AGC
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August Group Capital’s Coca-Cola KO Stock Holding History

August Group 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 		$323K Sell
4,250
-966
-19% -$73K 0.38% 56
2025
Q4 		$365K Buy
+5,216
New +$364K 0.4% 52

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

August Group Capital's KO Position: Q1 2026 in Review

August Group Capital reduced its Coca-Cola (KO) stake by 19% in Q1 2026, selling an estimated $73K and leaving 4,250 shares worth $323K. The position accounts for 0.38% of the portfolio, ranked #56.

August Group Capital first reported a position in KO in Q4 2025 and has held it in 2 quarters since. The position peaked at $365K in Q4 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • August Group Capital held 4,250 shares of Coca-Cola worth $323K as of Q1 2026.
  • August Group Capital sold 966 Coca-Cola shares in Q1 2026, an estimated $73K.
  • Coca-Cola made up 0.38% of August Group Capital's portfolio in Q1 2026, its #56 holding.
  • August Group Capital first reported a position in Coca-Cola in Q4 2025 and has held it in 2 quarters since.
  • August Group Capital's Coca-Cola position peaked at $365K in Q4 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on August Group Capital's 13F filing for Q1 2026, filed 14 May 2026.