S-Bank Fund Management’s Coca-Cola KO Stock Holding History

S-Bank Fund 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 Q2	$9.05M	Buy	111,355 +21,355	+24%	+$1.69M	1.23%	17
2026 Q1	$6.84M	Hold	90,000	–	–	1.02%	28
2025 Q4	$6.29M	Buy	90,000 +54,000	+150%	+$3.76M	0.82%	38
2025 Q3	$2.39M	Hold	36,000	–	–	0.32%	68
2025 Q2	$2.55M	Sell	36,000 -3,424	-9%	-$244K	0.38%	68
2025 Q1	$2.82M	Buy	+39,424	New	+$2.63M	0.53%	59

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

S-Bank Fund Management's KO Position: Q2 2026 in Review

S-Bank Fund Management increased its Coca-Cola (KO) stake by 24% in Q2 2026, buying an estimated $1.69M and bringing the position to 111,355 shares worth $9.05M. The position accounts for 1.23% of the portfolio, ranked #17.

S-Bank Fund 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.

S-Bank Fund Management held 111,355 shares of Coca-Cola worth $9.05M as of Q2 2026.
S-Bank Fund Management bought 21,355 Coca-Cola shares in Q2 2026, an estimated $1.69M.
Coca-Cola made up 1.23% of S-Bank Fund Management's portfolio in Q2 2026, its #17 holding.
S-Bank Fund 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 S-Bank Fund Management's 13F filing for Q2 2026, filed 4 Aug 2026.