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

Goldstream 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 		– Sell
-8,276
Closed -$579K – 44
2025
Q4 		$579K Hold
8,276
– – 0.21% 35
2025
Q3 		$552K Hold
8,276
– – 0.12% 30
2025
Q2 		$588K Hold
8,276
– – 0.19% 29
2025
Q1 		$596K Hold
8,276
– – 0.26% 21
2024
Q4 		$515K Sell
8,276
-10,322
-56% -$674K 0.14% 24
2024
Q3 		$1.34M Buy
+18,598
New +$1.27M 0.45% 23
2023
Q4 		– Sell
-7,810
Closed -$440K – 45
2023
Q3 		$440K Hold
7,810
– – 0.35% 23
2023
Q2 		$473K Buy
7,810
+2,546
+48% +$158K 0.34% 16
2023
Q1 		$327K Buy
+5,264
New +$319K 0.35% 15

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

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

Goldstream Capital Management sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 8,276 shares — an estimated $579K sold.

Goldstream Capital Management first reported a position in KO in Q1 2023 and held it in 9 quarters. The position peaked at $1.34M in Q3 2024. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Goldstream Capital Management reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
  • Goldstream Capital Management sold 8,276 Coca-Cola shares in Q1 2026, an estimated $579K.
  • Goldstream Capital Management first reported a position in Coca-Cola in Q1 2023 and held it in 9 quarters.
  • Goldstream Capital Management's Coca-Cola position peaked at $1.34M in Q3 2024.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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