CCMG
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Clark Capital Management Group’s Coca-Cola KO Stock Holding History

Clark Capital Management 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 		$84.1M Sell
1,105,719
-489,089
-31% -$37M 0.52% 46
2025
Q4 		$111M Buy
1,594,808
+11,479
+0.7% +$800K 0.69% 37
2025
Q3 		$105M Sell
1,583,329
-61,948
-4% -$4.26M 0.66% 37
2025
Q2 		$116M Buy
1,645,277
+37,963
+2% +$2.7M 0.81% 26
2025
Q1 		$115M Buy
1,607,314
+758,446
+89% +$50.7M 0.83% 25
2024
Q4 		$52.9M Buy
848,868
+204,681
+32% +$13.4M 0.37% 86
2024
Q3 		$46.3M Buy
644,187
+9,189
+1% +$629K 0.32% 96
2024
Q2 		$40.4M Buy
634,998
+7,418
+1% +$459K 0.3% 96
2024
Q1 		$38.4M Buy
627,580
+23,825
+4% +$1.43M 0.29% 99
2023
Q4 		$35.6M Sell
603,755
-139,968
-19% -$7.95M 0.29% 106
2023
Q3 		$41.6M Buy
743,723
+9,758
+1% +$585K 0.42% 71
2023
Q2 		$44.2M Buy
733,965
+19,959
+3% +$1.24M 0.39% 68
2023
Q1 		$44.3M Buy
714,006
+15,688
+2% +$950K 0.5% 60
2022
Q4 		$44.4M Buy
698,318
+27,379
+4% +$1.65M 0.41% 58
2022
Q3 		$37.6M Buy
670,939
+231,998
+53% +$14.4M 0.49% 50
2022
Q2 		$27.6M Buy
438,941
+427,718
+3,811% +$27.1M 0.36% 79
2022
Q1 		$696K Sell
11,223
-2,478
-18% -$151K 0.01% 286
2021
Q4 		$811K Buy
13,701
+1,475
+12% +$82.1K 0.01% 261
2021
Q3 		$641K Buy
12,226
+2,977
+32% +$166K 0.01% 271
2021
Q2 		$500K Buy
9,249
+489
+6% +$26.6K 0.01% 300
2021
Q1 		$462K Sell
8,760
-396,470
-98% -$20M 0.01% 300
2020
Q4 		$22.2M Sell
405,230
-7,576
-2% -$392K 0.37% 109
2020
Q3 		$20.4M Buy
412,806
+2,606
+0.6% +$125K 0.38% 113
2020
Q2 		$18.3M Buy
410,200
+9,592
+2% +$442K 0.34% 118
2020
Q1 		$17.7M Buy
400,608
+3,877
+1% +$209K 0.45% 84
2019
Q4 		$22M Buy
396,731
+10,200
+3% +$548K 0.46% 88
2019
Q3 		$21M Buy
386,531
+372,591
+2,673% +$20M 0.48% 84
2019
Q2 		$710K Buy
13,940
+1,193
+9% +$58.5K 0.02% 224
2019
Q1 		$597K Sell
12,747
-5,858
-31% -$274K 0.01% 237
2018
Q4 		$881K Buy
18,605
+140
+0.8% +$6.7K 0.02% 202
2018
Q3 		$853K Buy
18,465
+1,743
+10% +$79.6K 0.02% 208
2018
Q2 		$733K Sell
16,722
-2,136
-11% -$92.3K 0.02% 208
2018
Q1 		$819K Buy
18,858
+2,824
+18% +$127K 0.03% 210
2017
Q4 		$736K Buy
16,034
+834
+5% +$38.3K 0.02% 216
2017
Q3 		$684K Buy
15,200
+7,598
+100% +$346K 0.02% 232
2017
Q2 		$341K Hold
7,602
– – 0.01% 237
2017
Q1 		$323K Hold
7,602
– – 0.01% 251
2016
Q4 		$315K Hold
7,602
– – 0.02% 258
2016
Q3 		$322K Hold
7,602
– – 0.02% 264
2016
Q2 		$345K Sell
7,602
-3,350
-31% -$151K 0.02% 256
2016
Q1 		$508K Buy
10,952
+5,748
+110% +$250K 0.04% 225
2015
Q4 		$224K Buy
+5,204
New +$221K 0.02% 292
2014
Q3 		– Sell
-14,967
Closed -$634K – 321
2014
Q2 		$634K Sell
14,967
-2,078
-12% -$84.3K 0.05% 163
2014
Q1 		$659K Sell
17,045
-97,773
-85% -$3.78M 0.06% 165
2013
Q4 		$4.74M Buy
114,818
+2,706
+2% +$107K 0.39% 73
2013
Q3 		$4.25M Sell
112,112
-61,507
-35% -$2.43M 0.34% 70
2013
Q2 		$6.96M Buy
+173,619
New +$7.19M 0.64% 35

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

Clark Capital Management Group's KO Position: Q1 2026 in Review

Clark Capital Management Group reduced its Coca-Cola (KO) stake by 31% in Q1 2026, selling an estimated $37M and leaving 1,105,719 shares worth $84.1M. The position accounts for 0.52% of the portfolio, ranked #46.

Clark Capital Management Group first reported a position in KO in Q2 2013 and has held it in 47 quarters since. The position peaked at $116M in Q2 2025. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Clark Capital Management Group held 1,105,719 shares of Coca-Cola worth $84.1M as of Q1 2026.
  • Clark Capital Management Group sold 489,089 Coca-Cola shares in Q1 2026, an estimated $37M.
  • Coca-Cola made up 0.52% of Clark Capital Management Group's portfolio in Q1 2026, its #46 holding.
  • Clark Capital Management Group first reported a position in Coca-Cola in Q2 2013 and has held it in 47 quarters since.
  • Clark Capital Management Group's Coca-Cola position peaked at $116M in Q2 2025.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.