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Regatta Capital Group’s Coca-Cola KO Stock Holding History

Regatta Capital Group’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 		$2.56M Buy
33,696
+305
+0.9% +$23.1K 0.39% 48
2025
Q4 		$2.33M Sell
33,391
-479
-1% -$33.4K 0.35% 47
2025
Q3 		$2.25M Sell
33,870
-567
-2% -$39K 0.35% 48
2025
Q2 		$2.44M Buy
34,437
+49
+0.1% +$3.49K 0.42% 44
2025
Q1 		$2.46M Sell
34,388
-73
-0.2% -$4.88K 0.48% 36
2024
Q4 		$2.15M Sell
34,461
-1,611
-4% -$105K 0.42% 40
2024
Q3 		$2.59M Sell
36,072
-146
-0.4% -$10K 0.5% 38
2024
Q2 		$2.31M Sell
36,218
-1,384
-4% -$85.7K 0.5% 41
2024
Q1 		$2.3M Buy
37,602
+1,215
+3% +$73K 0.52% 41
2023
Q4 		$2.14M Buy
36,387
+627
+2% +$35.6K 0.56% 40
2023
Q3 		$2M Sell
35,760
-213
-0.6% -$12.8K 0.64% 33
2023
Q2 		$2.17M Sell
35,973
-622
-2% -$38.7K 0.69% 28
2023
Q1 		$2.33M Hold
36,595
– – 0.83% 27
2022
Q4 		$2.33M Buy
36,595
+432
+1% +$26.1K 0.83% 27
2022
Q3 		$2.27M Buy
36,163
+10,462
+41% +$650K 0.93% 22
2022
Q2 		$1.62M Sell
25,701
-10,531
-29% -$668K 0.77% 31
2022
Q1 		$2.25M Sell
36,232
-94
-0.3% -$5.72K 0.77% 26
2021
Q4 		$2.15M Buy
+36,326
New +$2.02M 0.75% 32

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Regatta Capital Group's KO Position: Q1 2026 in Review

Regatta Capital Group increased its Coca-Cola (KO) stake by 0.91% in Q1 2026, buying an estimated $23.1K and bringing the position to 33,696 shares worth $2.56M. The position accounts for 0.39% of the portfolio, ranked #48.

Regatta Capital Group first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.59M in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Regatta Capital Group held 33,696 shares of Coca-Cola worth $2.56M as of Q1 2026.
  • Regatta Capital Group bought 305 Coca-Cola shares in Q1 2026, an estimated $23.1K.
  • Coca-Cola made up 0.39% of Regatta Capital Group's portfolio in Q1 2026, its #48 holding.
  • Regatta Capital Group first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • Regatta Capital Group's Coca-Cola position peaked at $2.59M in Q3 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Regatta Capital Group's 13F filing for Q1 2026, filed 15 Apr 2026.