Per Stirling Capital Management’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$399K Buy
4,915
+71
+1% +$5.61K 0.04% 239
2026
Q1
$368K Buy
4,844
+93
+2% +$7.03K 0.04% 227
2025
Q4
$332K Sell
4,751
-8
-0.2% -$558 0.04% 227
2025
Q3
$316K Buy
4,759
+524
+12% +$36.1K 0.04% 218
2025
Q2
$300K Hold
4,235
– – 0.04% 218
2025
Q1
$303K Buy
+4,235
New +$283K 0.04% 217

Other funds holding KO

Per Stirling Capital Management's KO Position: Q2 2026 in Review

Per Stirling Capital Management increased its Coca-Cola (KO) stake by 1.5% in Q2 2026, buying an estimated $5.61K and bringing the position to 4,915 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #239.

Per Stirling Capital Management first reported a position in KO in Q1 2025 and has held it in 6 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Per Stirling Capital Management held 4,915 shares of Coca-Cola worth $399K as of Q2 2026.
  • Per Stirling Capital Management bought 71 Coca-Cola shares in Q2 2026, an estimated $5.61K.
  • Coca-Cola made up 0.04% of Per Stirling Capital Management's portfolio in Q2 2026, its #239 holding.
  • Per Stirling Capital Management first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.