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 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 $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

S-Bank Fund Management's KO Position: Q1 2026 in Review

S-Bank Fund Management held its Coca-Cola (KO) position steady in Q1 2026 at 90,000 shares worth $6.84M. The position accounts for 1.02% of the portfolio, ranked #28.

S-Bank Fund Management first reported a position in KO in Q1 2025 and has held it in 5 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

S-Bank Fund Management held 90,000 shares of Coca-Cola worth $6.84M as of Q1 2026.
S-Bank Fund Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 1.02% of S-Bank Fund Management's portfolio in Q1 2026, its #28 holding.
S-Bank Fund Management first reported a position in Coca-Cola in Q1 2025 and has held it in 5 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on S-Bank Fund Management's 13F filing for Q1 2026, filed 11 May 2026.