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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
Q2 		$799K Buy
9,829
+1,168
+13% +$92.2K 0.3% 81
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Caldwell Sutter Capital's KO Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Coca-Cola (KO) stake by 13% in Q2 2026, buying an estimated $92.2K and bringing the position to 9,829 shares worth $799K. The position accounts for 0.3% of the portfolio, ranked #81.

Caldwell Sutter Capital first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Caldwell Sutter Capital held 9,829 shares of Coca-Cola worth $799K as of Q2 2026.
  • Caldwell Sutter Capital bought 1,168 Coca-Cola shares in Q2 2026, an estimated $92.2K.
  • Coca-Cola made up 0.3% of Caldwell Sutter Capital's portfolio in Q2 2026, its #81 holding.
  • Caldwell Sutter Capital first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.