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Sargent Investment Group’s Coca-Cola KO Stock Holding History

Sargent Investment 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
2021
Q3 		– Sell
-50,000
Closed -$48K – 212
2021
Q2 		$48K Buy
+50,000
New +$2.72M 0.01% 200

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sargent Investment Group's KO Position: Q2 2026 in Review

Sargent Investment Group increased its Coca-Cola (KO) stake by 0.23% in Q2 2026, buying an estimated $9.71K and bringing the position to 53,743 shares worth $4.37M. The position accounts for 0.53% of the portfolio, ranked #44.

Sargent Investment Group first reported a position in KO in Q4 2018 and has held it in 31 quarters since. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Sargent Investment Group held 53,743 shares of Coca-Cola worth $4.37M as of Q2 2026.
  • Sargent Investment Group bought 123 Coca-Cola shares in Q2 2026, an estimated $9.71K.
  • Coca-Cola made up 0.53% of Sargent Investment Group's portfolio in Q2 2026, its #44 holding.
  • Sargent Investment Group first reported a position in Coca-Cola in Q4 2018 and has held it in 31 quarters since.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.