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Sapient Capital’s Coca-Cola KO Stock Holding History

Sapient Capital’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
Q3 		$22.8M Sell
263,037
-1,332
-0.5% -$116K 0.31% 42
2026
Q2 		$21.6M Sell
264,369
-17,289
-6% -$1.37M 0.28% 46
2026
Q1 		$21.6M Sell
281,658
-20,305
-7% -$1.54M 0.33% 44
2025
Q4 		$21.2M Buy
301,963
+377
+0.1% +$26.3K 0.3% 55
2025
Q3 		$20.1M Sell
301,586
-11,003
-4% -$757K 0.31% 53
2025
Q2 		$22.3M Sell
312,589
-2,505
-0.8% -$178K 0.4% 49
2025
Q1 		$22.7M Sell
315,094
-1,919
-0.6% -$128K 0.45% 46
2024
Q4 		$19.7M Buy
317,013
+1,846
+0.6% +$120K 0.38% 54
2024
Q3 		$22.8M Buy
315,167
+1,259
+0.4% +$86.2K 0.46% 46
2024
Q2 		$20.1M Buy
313,908
+891
+0.3% +$55.2K 0.42% 49
2024
Q1 		$19.3M Sell
313,017
-7,346
-2% -$441K 0.43% 50
2023
Q4 		$18.9M Buy
+320,363
New +$18.2M 0.49% 49

Other funds holding KO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Sapient Capital's KO Position: Q3 2026 in Review

Sapient Capital reduced its Coca-Cola (KO) stake by 0.5% in Q3 2026, selling an estimated $116K and leaving 263,037 shares worth $22.8M. The position accounts for 0.31% of the portfolio, ranked #42.

Sapient Capital first reported a position in KO in Q4 2023 and has held it in 12 quarters since. The position peaked at $22.8M in Q3 2024. 142 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Sapient Capital held 263,037 shares of Coca-Cola worth $22.8M as of Q3 2026.
  • Sapient Capital sold 1,332 Coca-Cola shares in Q3 2026, an estimated $116K.
  • Coca-Cola made up 0.31% of Sapient Capital's portfolio in Q3 2026, its #42 holding.
  • Sapient Capital first reported a position in Coca-Cola in Q4 2023 and has held it in 12 quarters since.
  • Sapient Capital's Coca-Cola position peaked at $22.8M in Q3 2024.
  • 142 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.