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Katamaran Capital’s Coca-Cola KO Stock Holding History

Katamaran Capital’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 		– Sell
-37,502
Closed -$2.85M – 39
2026
Q1 		$2.85M Buy
+37,502
New +$2.84M 2.29% 18
2025
Q4 		– Sell
-81,275
Closed -$5.39M – 39
2025
Q3 		$5.39M Buy
81,275
+32,860
+68% +$2.26M 4.92% 6
2025
Q2 		$3.43M Sell
48,415
-6,105
-11% -$435K 3.18% 15
2025
Q1 		$3.9M Buy
+54,520
New +$3.64M 5.02% 4

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Katamaran Capital's KO Position: Q2 2026 in Review

Katamaran Capital sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 37,502 shares — an estimated $2.85M sold.

Katamaran Capital first reported a position in KO in Q1 2025 and held it in 4 quarters. The position peaked at $5.39M in Q3 2025. 2,036 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Katamaran Capital reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Katamaran Capital sold 37,502 Coca-Cola shares in Q2 2026, an estimated $2.85M.
  • Katamaran Capital first reported a position in Coca-Cola in Q1 2025 and held it in 4 quarters.
  • Katamaran Capital's Coca-Cola position peaked at $5.39M in Q3 2025.
  • 2,036 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Katamaran Capital's 13F filing for Q2 2026, filed 21 Jul 2026.