Caldwell Sutter Capital
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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
Q3 		$847K Buy
9,842
+13
+0.1% +$1.13K 0.32% 77
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Caldwell Sutter Capital's KO Position: Q3 2026 in Review

Caldwell Sutter Capital increased its Coca-Cola (KO) stake by 0.13% in Q3 2026, buying an estimated $1.13K and bringing the position to 9,842 shares worth $847K. The position accounts for 0.32% of the portfolio, ranked #77.

Caldwell Sutter Capital first reported a position in KO in Q4 2022 and has held it in 16 quarters since. 2,947 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Caldwell Sutter Capital held 9,842 shares of Coca-Cola worth $847K as of Q3 2026.
  • Caldwell Sutter Capital bought 13 Coca-Cola shares in Q3 2026, an estimated $1.13K.
  • Coca-Cola made up 0.32% of Caldwell Sutter Capital's portfolio in Q3 2026, its #77 holding.
  • Caldwell Sutter Capital first reported a position in Coca-Cola in Q4 2022 and has held it in 16 quarters since.
  • 2,947 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.