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

Per Stirling 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	$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

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

Per Stirling Capital Management's KO Position: Q1 2026 in Review

Per Stirling Capital Management increased its Coca-Cola (KO) stake by 2% in Q1 2026, buying an estimated $7.03K and bringing the position to 4,844 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #227.

Per Stirling Capital Management first reported a position in KO in Q1 2025 and has held it in 5 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Per Stirling Capital Management held 4,844 shares of Coca-Cola worth $368K as of Q1 2026.
Per Stirling Capital Management bought 93 Coca-Cola shares in Q1 2026, an estimated $7.03K.
Coca-Cola made up 0.04% of Per Stirling Capital Management's portfolio in Q1 2026, its #227 holding.
Per Stirling Capital Management first reported a position in Coca-Cola in Q1 2025 and has held it in 5 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.