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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
Q2 		$751K Buy
9,241
+81
+0.9% +$6.4K 0.43% 61
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
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Patrick M. Sweeney & Associates's KO Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Coca-Cola (KO) stake by 0.88% in Q2 2026, buying an estimated $6.4K and bringing the position to 9,241 shares worth $751K. The position accounts for 0.43% of the portfolio, ranked #61.

Patrick M. Sweeney & Associates first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Patrick M. Sweeney & Associates held 9,241 shares of Coca-Cola worth $751K as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 81 Coca-Cola shares in Q2 2026, an estimated $6.4K.
  • Coca-Cola made up 0.43% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #61 holding.
  • Patrick M. Sweeney & Associates first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.