DGS Capital Management’s Coca-Cola KO Stock Holding History

DGS Capital Management’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	$753K	Buy	9,906 +2,819	+40%	+$213K	0.12%	160
2025 Q4	$495K	Buy	7,087 +1,522	+27%	+$106K	0.08%	207
2025 Q3	$369K	Buy	5,565 +498	+10%	+$34.3K	0.07%	234
2025 Q2	$358K	Buy	5,067 +410	+9%	+$29.2K	0.07%	213
2025 Q1	$334K	Buy	4,657 +40	+0.9%	+$2.67K	0.09%	209
2024 Q4	$287K	Sell	4,617 -239	-5%	-$15.6K	0.07%	225
2024 Q3	$349K	Buy	4,856 +561	+13%	+$38.4K	0.09%	198
2024 Q2	$273K	Buy	4,295 +22	+0.5%	+$1.36K	0.08%	218
2024 Q1	$261K	Hold	4,273	–	–	0.07%	225
2023 Q4	$252K	Buy	4,273 +31	+0.7%	+$1.76K	0.1%	190
2023 Q3	$237K	Buy	4,242 +67	+2%	+$4.02K	0.12%	187
2023 Q2	$251K	Sell	4,175 -37	-0.9%	-$2.3K	0.13%	182
2023 Q1	$261K	Hold	4,212	–	–	0.15%	156
2022 Q4	$268K	Hold	4,212	–	–	0.18%	157
2022 Q3	$236K	Sell	4,212 -12	-0.3%	-$746	0.16%	152
2022 Q2	$266K	Sell	4,224 -132	-3%	-$8.37K	0.21%	126
2022 Q1	$270K	Buy	4,356 +106	+2%	+$6.45K	0.17%	135
2021 Q4	$252K	Buy	+4,250	New	+$237K	0.16%	121

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DGS Capital Management's KO Position: Q1 2026 in Review

DGS Capital Management increased its Coca-Cola (KO) stake by 40% in Q1 2026, buying an estimated $213K and bringing the position to 9,906 shares worth $753K. The position accounts for 0.12% of the portfolio, ranked #160.

DGS Capital Management first reported a position in KO in Q4 2021 and has held it in 18 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

DGS Capital Management held 9,906 shares of Coca-Cola worth $753K as of Q1 2026.
DGS Capital Management bought 2,819 Coca-Cola shares in Q1 2026, an estimated $213K.
Coca-Cola made up 0.12% of DGS Capital Management's portfolio in Q1 2026, its #160 holding.
DGS Capital Management first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.