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 Q2	$82.9K	Hold	1,020	–	–	0.03%	237
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 $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 $3.38T AUM 44.17% 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

Orion Capital Management's KO Position: Q2 2026 in Review

Orion Capital Management held its Coca-Cola (KO) position steady in Q2 2026 at 1,020 shares worth $82.9K. The position accounts for 0.03% of the portfolio, ranked #237.

Orion Capital Management first reported a position in KO in Q2 2022 and has held it in 15 quarters since. The position peaked at $115K in Q4 2022. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Orion Capital Management held 1,020 shares of Coca-Cola worth $82.9K as of Q2 2026.
Orion Capital Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.03% of Orion Capital Management's portfolio in Q2 2026, its #237 holding.
Orion Capital Management first reported a position in Coca-Cola in Q2 2022 and has held it in 15 quarters since.
Orion Capital Management's Coca-Cola position peaked at $115K in Q4 2022.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.