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

Orion 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	$77.6K	Hold	1,020	–	–	0.03%	222
2025 Q4	$71.3K	Sell	1,020 -72	-7%	-$5.02K	0.02%	233
2025 Q3	$72.4K	Sell	1,092 -200	-15%	-$13.8K	0.03%	235
2025 Q2	$91.4K	Hold	1,292	–	–	0.03%	188
2025 Q1	$92.5K	Sell	1,292 -300	-19%	-$20K	0.04%	185
2024 Q4	$99.1K	Buy	+1,592	New	+$104K	0.04%	169
2024 Q3	–	Sell	-1,592	Closed	-$101K	–	296
2024 Q2	$101K	Hold	1,592	–	–	0.05%	149
2024 Q1	$97.4K	Hold	1,592	–	–	0.05%	170
2023 Q4	$93.8K	Hold	1,592	–	–	0.05%	174
2023 Q3	$89.1K	Buy	+1,592	New	+$95.5K	0.06%	168
2023 Q2	–	Sell	-1,500	Closed	-$93K	–	305
2023 Q1	$93K	Sell	1,500 -312	-17%	-$18.9K	0.06%	164
2022 Q4	$115K	Hold	1,812	–	–	0.08%	142
2022 Q3	$102K	Buy	1,812 +812	+81%	+$50.5K	0.08%	143
2022 Q2	$63K	Buy	+1,000	New	+$63.4K	0.05%	181

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

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

Orion Capital Management held its Coca-Cola (KO) position steady in Q1 2026 at 1,020 shares worth $77.6K. The position accounts for 0.03% of the portfolio, ranked #222.

Orion Capital Management first reported a position in KO in Q2 2022 and has held it in 14 quarters since. The position peaked at $115K in Q4 2022. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Orion Capital Management held 1,020 shares of Coca-Cola worth $77.6K as of Q1 2026.
Orion Capital Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.03% of Orion Capital Management's portfolio in Q1 2026, its #222 holding.
Orion Capital Management first reported a position in Coca-Cola in Q2 2022 and has held it in 14 quarters since.
Orion Capital Management's Coca-Cola position peaked at $115K in Q4 2022.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.