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KG&L Capital Management’s Coca-Cola KO Stock Holding History

KG&L 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 		$309K Sell
4,069
-5,665
-58% -$428K 0.22% 96
2025
Q4 		$680K Sell
9,734
-19,898
-67% -$1.39M 0.17% 114
2025
Q3 		$1.97M Buy
29,632
+314
+1% +$21.6K 0.53% 44
2025
Q2 		$2.07M Buy
29,318
+19,202
+190% +$1.37M 0.61% 41
2025
Q1 		$725K Sell
10,116
-13,115
-56% -$876K 0.23% 91
2024
Q4 		$1.45M Buy
23,231
+9,712
+72% +$634K 0.47% 48
2024
Q3 		$971K Buy
13,519
+2
+0% +$137 0.31% 72
2024
Q2 		$860K Sell
13,517
-886
-6% -$54.8K 0.3% 74
2024
Q1 		$881K Sell
14,403
-300
-2% -$18K 0.35% 63
2023
Q4 		$866K Buy
14,703
+780
+6% +$44.3K 0.36% 61
2023
Q3 		$779K Buy
13,923
+1,290
+10% +$77.4K 0.38% 58
2023
Q2 		$761K Buy
12,633
+1,472
+13% +$91.6K 0.36% 61
2023
Q1 		$692K Buy
11,161
+4,621
+71% +$280K 0.36% 62
2022
Q4 		$416K Sell
6,540
-269
-4% -$16.2K 0.24% 85
2022
Q3 		$381K Sell
6,809
-420
-6% -$26.1K 0.22% 87
2022
Q2 		$455K Buy
7,229
+803
+12% +$50.9K 0.25% 80
2022
Q1 		$398K Sell
6,426
-567
-8% -$34.5K 0.17% 100
2021
Q4 		$414K Buy
6,993
+2,666
+62% +$148K 0.17% 100
2021
Q3 		$227K Buy
4,327
+327
+8% +$18.2K 0.1% 132
2021
Q2 		$216K Sell
4,000
-27,276
-87% -$1.48M 0.1% 133
2021
Q1 		$1.65M Buy
31,276
+16,891
+117% +$850K 0.82% 34
2020
Q4 		$788K Buy
14,385
+1,441
+11% +$74.5K 0.43% 55
2020
Q3 		$639K Buy
12,944
+574
+5% +$27.6K 0.4% 56
2020
Q2 		$552K Buy
12,370
+2,883
+30% +$133K 0.42% 55
2020
Q1 		$419K Buy
9,487
+2,915
+44% +$157K 0.42% 58
2019
Q4 		$363K Sell
6,572
-64
-1% -$3.44K 0.31% 67
2019
Q3 		$361K Sell
6,636
-6,319
-49% -$338K 0.33% 67
2019
Q2 		$659K Sell
12,955
-220
-2% -$10.8K 0.63% 46
2019
Q1 		$617K Sell
13,175
-290
-2% -$13.6K 0.62% 49
2018
Q4 		$633K Buy
+13,465
New +$644K 0.71% 41

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

KG&L Capital Management's KO Position: Q1 2026 in Review

KG&L Capital Management reduced its Coca-Cola (KO) stake by 58% in Q1 2026, selling an estimated $428K and leaving 4,069 shares worth $309K. The position accounts for 0.22% of the portfolio, ranked #96.

KG&L Capital Management first reported a position in KO in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.07M in Q2 2025. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • KG&L Capital Management held 4,069 shares of Coca-Cola worth $309K as of Q1 2026.
  • KG&L Capital Management sold 5,665 Coca-Cola shares in Q1 2026, an estimated $428K.
  • Coca-Cola made up 0.22% of KG&L Capital Management's portfolio in Q1 2026, its #96 holding.
  • KG&L Capital Management first reported a position in Coca-Cola in Q4 2018 and has held it in 30 quarters since.
  • KG&L Capital Management's Coca-Cola position peaked at $2.07M in Q2 2025.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.