DMC Group’s Coca-Cola KO Stock Holding History

DMC 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 Q2	$228K	Sell	2,801 -173	-6%	-$13.7K	0.16%	124
2026 Q1	$226K	Buy	+2,974	New	+$225K	0.15%	131
2025 Q3	–	Sell	-2,941	Closed	-$208K	–	144
2025 Q2	$208K	Sell	2,941 -54	-2%	-$3.85K	0.16%	119
2025 Q1	$215K	Sell	2,995 -538	-15%	-$35.9K	0.17%	114
2024 Q4	$220K	Sell	3,533 -677	-16%	-$44.2K	0.18%	122
2024 Q3	$303K	Sell	4,210 -20	-0.5%	-$1.37K	0.24%	106
2024 Q2	$269K	Hold	4,230	–	–	0.23%	105
2024 Q1	$259K	Buy	+4,230	New	+$254K	0.22%	110
2023 Q4	–	Sell	-4,625	Closed	-$259K	–	126
2023 Q3	$259K	Sell	4,625 -42	-0.9%	-$2.52K	0.24%	101
2023 Q2	$281K	Sell	4,667 -2	-0%	-$124	0.28%	100
2023 Q1	$291K	Hold	4,669	–	–	0.29%	98
2022 Q4	$294K	Hold	4,669	–	–	0.33%	90
2022 Q3	$264K	Hold	4,669	–	–	0.32%	87
2022 Q2	$298K	Sell	4,669 -136	-3%	-$8.62K	0.35%	80
2022 Q1	$314K	Sell	4,805 -89	-2%	-$5.41K	0.35%	77
2021 Q4	$291K	Buy	+4,894	New	+$273K	0.25%	108

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DMC Group's KO Position: Q2 2026 in Review

DMC Group reduced its Coca-Cola (KO) stake by 5.8% in Q2 2026, selling an estimated $13.7K and leaving 2,801 shares worth $228K. The position accounts for 0.16% of the portfolio, ranked #124.

DMC Group first reported a position in KO in Q4 2021 and has held it in 16 quarters since. The position peaked at $314K in Q1 2022. 3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

DMC Group held 2,801 shares of Coca-Cola worth $228K as of Q2 2026.
DMC Group sold 173 Coca-Cola shares in Q2 2026, an estimated $13.7K.
Coca-Cola made up 0.16% of DMC Group's portfolio in Q2 2026, its #124 holding.
DMC Group first reported a position in Coca-Cola in Q4 2021 and has held it in 16 quarters since.
DMC Group's Coca-Cola position peaked at $314K in Q1 2022.
3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on DMC Group's 13F filing for Q2 2026, filed 28 Jul 2026.