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Capstone Triton Financial Group’s Coca-Cola KO Stock Holding History

Capstone Triton Financial Group’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 		– Sell
-42,403
Closed -$2.96M – 92
2025
Q4 		$2.96M Buy
42,403
+1,174
+3% +$81.8K 1.96% 10
2025
Q3 		$2.73M Buy
41,229
+380
+0.9% +$26.2K 1.83% 10
2025
Q2 		$2.89M Buy
+40,849
New +$2.91M 2.1% 10
2024
Q4 		$2.53M Buy
40,573
+326
+0.8% +$21.3K 1.58% 14
2024
Q3 		$2.89M Sell
40,247
-362
-0.9% -$24.8K 1.85% 14
2024
Q2 		$2.58M Buy
40,609
+1,271
+3% +$78.7K 1.81% 15
2024
Q1 		$2.41M Buy
39,338
+1,281
+3% +$77K 1.71% 17
2023
Q4 		$2.24M Sell
38,057
-5,763
-13% -$327K 1.64% 20
2023
Q3 		$2.45M Buy
43,820
+2,352
+6% +$141K 1.79% 18
2023
Q2 		$2.5M Buy
41,468
+813
+2% +$50.6K 1.72% 16
2023
Q1 		$2.52M Buy
40,655
+963
+2% +$58.3K 1.9% 13
2022
Q4 		$2.52M Buy
39,692
+1,380
+4% +$83.3K 2.03% 12
2022
Q3 		$2.15M Buy
38,312
+1,123
+3% +$69.8K 1.84% 13
2022
Q2 		$2.28M Buy
37,189
+736
+2% +$46.7K 1.72% 15
2022
Q1 		$2.39M Buy
+36,453
New +$2.22M 1.67% 16
2021
Q4 		– Sell
-33,377
Closed -$1.81M – 107
2021
Q3 		$1.81M Buy
33,377
+3
+0% +$167 1.09% 27
2021
Q2 		$1.81M Buy
33,374
+1,498
+5% +$81.5K 1.11% 26
2021
Q1 		$1.68M Buy
31,876
+409
+1% +$20.6K 1.11% 27
2020
Q4 		$1.73M Buy
+31,467
New +$1.63M 1.06% 24

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

Capstone Triton Financial Group's KO Position: Q1 2026 in Review

Capstone Triton Financial Group sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 42,403 shares — an estimated $2.96M sold.

Capstone Triton Financial Group first reported a position in KO in Q4 2020 and held it in 19 quarters. The position peaked at $2.96M in Q4 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Capstone Triton Financial Group reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
  • Capstone Triton Financial Group sold 42,403 Coca-Cola shares in Q1 2026, an estimated $2.96M.
  • Capstone Triton Financial Group first reported a position in Coca-Cola in Q4 2020 and held it in 19 quarters.
  • Capstone Triton Financial Group's Coca-Cola position peaked at $2.96M in Q4 2025.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.