Saxon Interests’s Coca-Cola KO Stock Holding History

Saxon Interests’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 Q2	$380K	Sell	4,673 -137	-3%	-$10.8K	0.1%	178
2026 Q1	$366K	Sell	4,810 -69	-1%	-$5.22K	0.13%	170
2025 Q4	$341K	Buy	4,879 +432	+10%	+$30.1K	0.12%	155
2025 Q3	$307K	Buy	+4,447	New	+$306K	0.12%	156

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Saxon Interests's KO Position: Q2 2026 in Review

Saxon Interests reduced its Coca-Cola (KO) stake by 2.8% in Q2 2026, selling an estimated $10.8K and leaving 4,673 shares worth $380K. The position accounts for 0.1% of the portfolio, ranked #178.

Saxon Interests first reported a position in KO in Q3 2025 and has held it in 4 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Saxon Interests held 4,673 shares of Coca-Cola worth $380K as of Q2 2026.
Saxon Interests sold 137 Coca-Cola shares in Q2 2026, an estimated $10.8K.
Coca-Cola made up 0.1% of Saxon Interests's portfolio in Q2 2026, its #178 holding.
Saxon Interests first reported a position in Coca-Cola in Q3 2025 and has held it in 4 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.