Capital Fund Management (CFM)’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $27.4M | Sell |
336,728
-369,136
| -52% | -$29.2M | 0.12% | 204 |
|
|
2026
Q1 | $53.7M | Buy |
+705,864
| New | +$53.4M | 0.24% | 67 |
|
|
2023
Q4 | – | Sell |
-703,846
| Closed | -$40M | – | 2213 |
|
|
2023
Q3 | $39.4M | Sell |
703,846
-308,540
| -30% | -$18.5M | 0.14% | 194 |
|
|
2023
Q2 | $61M | Sell |
1,012,386
-123,438
| -11% | -$7.68M | 0.25% | 95 |
|
|
2023
Q1 | $70.5M | Buy |
1,135,824
+288,575
| +34% | +$17.5M | 0.34% | 62 |
|
|
2022
Q4 | $53.9M | Buy |
847,249
+836,262
| +7,611% | +$50.5M | 0.36% | 50 |
|
|
2022
Q3 | $615K | Sell |
10,987
-19,617
| -64% | -$1.22M | ﹤0.01% | 1229 |
|
|
2022
Q2 | $1.93M | Buy |
30,604
+5,321
| +21% | +$337K | 0.02% | 841 |
|
|
2022
Q1 | $1.57M | Sell |
25,283
-66,450
| -72% | -$4.04M | 0.01% | 1035 |
|
|
2021
Q4 | $5.43M | Sell |
91,733
-13,282
| -13% | -$740K | 0.04% | 603 |
|
|
2021
Q3 | $5.51M | Buy |
+105,015
| New | +$5.85M | 0.04% | 555 |
|
|
2021
Q2 | – | Sell |
-98,213
| Closed | -$5.34M | – | 1544 |
|
|
2021
Q1 | $5.18M | Buy |
98,213
+84,237
| +603% | +$4.24M | 0.06% | 412 |
|
|
2020
Q4 | $766K | Sell |
13,976
-7,237
| -34% | -$374K | 0.01% | 1063 |
|
|
2020
Q3 | $1.05M | Buy |
21,213
+93
| +0.4% | +$4.47K | 0.01% | 863 |
|
|
2020
Q2 | $944K | Sell |
21,120
-506,872
| -96% | -$23.3M | 0.02% | 713 |
|
|
2020
Q1 | $23.4M | Buy |
527,992
+435,802
| +473% | +$23.5M | 0.36% | 57 |
|
|
2019
Q4 | $5.1M | Buy |
92,190
+69,770
| +311% | +$3.75M | 0.04% | 523 |
|
|
2019
Q3 | $1.22M | Sell |
22,420
-49,470
| -69% | -$2.65M | 0.01% | 953 |
|
|
2019
Q2 | $3.66M | Buy |
71,890
+47,028
| +189% | +$2.3M | 0.03% | 618 |
|
|
2019
Q1 | $1.17M | Buy |
+24,862
| New | +$1.16M | 0.01% | 987 |
|
|
2018
Q4 | – | Sell |
-115,189
| Closed | -$5.51M | – | 2055 |
|
|
2018
Q3 | $5.32M | Buy |
+115,189
| New | +$5.26M | 0.03% | 737 |
|
|
2018
Q2 | – | Sell |
-385,666
| Closed | -$16.7M | – | 2140 |
|
|
2018
Q1 | $16.7M | Buy |
385,666
+292,146
| +312% | +$13.1M | 0.1% | 292 |
|
|
2017
Q4 | $4.29M | Buy |
93,520
+33,648
| +56% | +$1.55M | 0.02% | 722 |
|
|
2017
Q3 | $2.69M | Buy |
+59,872
| New | +$2.72M | 0.02% | 694 |
|
|
2016
Q4 | – | Sell |
-74,789
| Closed | -$3.11M | – | 1775 |
|
|
2016
Q3 | $3.17M | Buy |
74,789
+65,332
| +691% | +$2.86M | 0.03% | 613 |
|
|
2016
Q2 | $429K | Buy |
+9,457
| New | +$427K | ﹤0.01% | 1221 |
|
|
2015
Q2 | – | Sell |
-543,432
| Closed | -$22.1M | – | 1597 |
|
|
2015
Q1 | $22M | Buy |
+543,432
| New | +$22.7M | 0.3% | 87 |
|
|
2013
Q4 | – | Sell |
-1,788,599
| Closed | -$70.5M | – | 1744 |
|
|
2013
Q3 | $67.8M | Buy |
1,788,599
+1,375,887
| +333% | +$54.4M | 0.94% | 10 |
|
|
2013
Q2 | $16.6M | Buy |
+412,712
| New | +$17.1M | 0.25% | 68 |
|
Other funds holding KO
Capital Fund Management (CFM)'s KO Position: Q2 2026 in Review
Capital Fund Management (CFM) reduced its Coca-Cola (KO) stake by 52% in Q2 2026, selling an estimated $29.2M and leaving 336,728 shares worth $27.4M. The position accounts for 0.12% of the portfolio, ranked #204.
Capital Fund Management (CFM) first reported a position in KO in Q2 2013 and has held it in 29 quarters since. The position peaked at $70.5M in Q1 2023. 3,635 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Capital Fund Management (CFM) held 336,728 shares of Coca-Cola worth $27.4M as of Q2 2026.
- Capital Fund Management (CFM) sold 369,136 Coca-Cola shares in Q2 2026, an estimated $29.2M.
- Coca-Cola made up 0.12% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #204 holding.
- Capital Fund Management (CFM) first reported a position in Coca-Cola in Q2 2013 and has held it in 29 quarters since.
- Capital Fund Management (CFM)'s Coca-Cola position peaked at $70.5M in Q1 2023.
- 3,635 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.