Patrick M. Sweeney & Associates’s Coca-Cola KO Stock Holding History

Patrick M. Sweeney & Associates’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	$697K	Hold	9,160	–	–	0.45%	62
2025 Q4	$640K	Buy	9,160 +166	+2%	+$11.6K	0.4%	65
2025 Q3	$596K	Buy	8,994 +100	+1%	+$6.88K	0.39%	64
2025 Q2	$635K	Sell	8,894 -92	-1%	-$6.55K	0.44%	58
2025 Q1	$644K	Hold	8,986	–	–	0.48%	49
2024 Q4	$559K	Buy	8,986 +7	+0.1%	+$457	0.42%	64
2024 Q3	$645K	Buy	8,979 +717	+9%	+$49.1K	0.47%	55
2024 Q2	$526K	Buy	8,262 +1,184	+17%	+$73.3K	0.43%	63
2024 Q1	$433K	Buy	7,078 +115	+2%	+$6.91K	0.36%	74
2023 Q4	$410K	Buy	+6,963	New	+$396K	0.38%	69

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

Patrick M. Sweeney & Associates's KO Position: Q1 2026 in Review

Patrick M. Sweeney & Associates held its Coca-Cola (KO) position steady in Q1 2026 at 9,160 shares worth $697K. The position accounts for 0.45% of the portfolio, ranked #62.

Patrick M. Sweeney & Associates first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Patrick M. Sweeney & Associates held 9,160 shares of Coca-Cola worth $697K as of Q1 2026.
Patrick M. Sweeney & Associates left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.45% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #62 holding.
Patrick M. Sweeney & Associates first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.