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Saranac Partners’s Coca-Cola KO Stock Holding History

Saranac Partners’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 		$481K Sell
6,077
-655
-10% -$49.5K 0.21% 60
2025
Q4 		$471K Buy
6,732
+565
+9% +$39.4K 0.18% 53
2025
Q3 		$409K Buy
6,167
+250
+4% +$17.2K 0.07% 146
2025
Q2 		$419K Buy
+5,917
New +$421K 0.22% 54
2025
Q1 		– Sell
-5,272
Closed -$328K – 82
2024
Q4 		$328K Buy
+5,272
New +$344K 0.18% 58
2024
Q3 		– Sell
-5,107
Closed -$325K – 41
2024
Q2 		$325K Sell
5,107
-1,915
-27% -$119K 0.19% 54
2024
Q1 		$430K Buy
+7,022
New +$422K 0.26% 49

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $1.81T AUM 41.13% 1-Year Est. Return

Saranac Partners's KO Position: Q1 2026 in Review

Saranac Partners reduced its Coca-Cola (KO) stake by 9.7% in Q1 2026, selling an estimated $49.5K and leaving 6,077 shares worth $481K. The position accounts for 0.21% of the portfolio, ranked #60.

Saranac Partners first reported a position in KO in Q1 2024 and has held it in 7 quarters since. 3,565 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Saranac Partners held 6,077 shares of Coca-Cola worth $481K as of Q1 2026.
  • Saranac Partners sold 655 Coca-Cola shares in Q1 2026, an estimated $49.5K.
  • Coca-Cola made up 0.21% of Saranac Partners's portfolio in Q1 2026, its #60 holding.
  • Saranac Partners first reported a position in Coca-Cola in Q1 2024 and has held it in 7 quarters since.
  • 3,565 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Saranac Partners's 13F filing for Q1 2026, filed 15 May 2026.