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Caldwell Sutter Capital’s Coca-Cola KO Stock Holding History

Caldwell Sutter 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 		$659K Sell
8,661
-484
-5% -$36.6K 0.27% 96
2025
Q4 		$639K Buy
9,145
+254
+3% +$17.7K 0.27% 95
2025
Q3 		$590K Sell
8,891
-57
-0.6% -$3.92K 0.25% 101
2025
Q2 		$633K Sell
8,948
-128
-1% -$9.12K 0.29% 93
2025
Q1 		$650K Sell
9,076
-59
-0.6% -$3.94K 0.31% 89
2024
Q4 		$569K Sell
9,135
-55
-0.6% -$3.59K 0.26% 103
2024
Q3 		$660K Sell
9,190
-200
-2% -$13.7K 0.31% 87
2024
Q2 		$598K Buy
9,390
+805
+9% +$49.8K 0.3% 94
2024
Q1 		$525K Sell
8,585
-1,486
-15% -$89.3K 0.25% 105
2023
Q4 		$593K Sell
10,071
-82
-0.8% -$4.66K 0.3% 94
2023
Q3 		$568K Sell
10,153
-940
-8% -$56.4K 0.31% 84
2023
Q2 		$668K Buy
11,093
+6,512
+142% +$405K 0.35% 76
2023
Q1 		$284K Buy
4,581
+3,605
+369% +$218K 0.21% 97
2022
Q4 		$62.1K Buy
+976
New +$58.9K 0.05% 170

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

Caldwell Sutter Capital's KO Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its Coca-Cola (KO) stake by 5.3% in Q1 2026, selling an estimated $36.6K and leaving 8,661 shares worth $659K. The position accounts for 0.27% of the portfolio, ranked #96.

Caldwell Sutter Capital first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $668K in Q2 2023. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Caldwell Sutter Capital held 8,661 shares of Coca-Cola worth $659K as of Q1 2026.
  • Caldwell Sutter Capital sold 484 Coca-Cola shares in Q1 2026, an estimated $36.6K.
  • Coca-Cola made up 0.27% of Caldwell Sutter Capital's portfolio in Q1 2026, its #96 holding.
  • Caldwell Sutter Capital first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Coca-Cola position peaked at $668K in Q2 2023.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.