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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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 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 $1.56T AUM 27.86% 1-Year Est. Return

Sargent Investment Group's KO Position: Q1 2026 in Review

Sargent Investment Group increased its Coca-Cola (KO) stake by 2.5% in Q1 2026, buying an estimated $101K and bringing the position to 53,620 shares worth $4.08M. The position accounts for 0.54% of the portfolio, ranked #45.

Sargent Investment Group first reported a position in KO in Q4 2018 and has held it in 30 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Sargent Investment Group held 53,620 shares of Coca-Cola worth $4.08M as of Q1 2026.
  • Sargent Investment Group bought 1,330 Coca-Cola shares in Q1 2026, an estimated $101K.
  • Coca-Cola made up 0.54% of Sargent Investment Group's portfolio in Q1 2026, its #45 holding.
  • Sargent Investment Group first reported a position in Coca-Cola in Q4 2018 and has held it in 30 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.