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 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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Saxon Interests's KO Position: Q1 2026 in Review

Saxon Interests reduced its Coca-Cola (KO) stake by 1.4% in Q1 2026, selling an estimated $5.22K and leaving 4,810 shares worth $366K. The position accounts for 0.13% of the portfolio, ranked #170.

Saxon Interests first reported a position in KO in Q3 2025 and has held it in 3 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Saxon Interests held 4,810 shares of Coca-Cola worth $366K as of Q1 2026.
Saxon Interests sold 69 Coca-Cola shares in Q1 2026, an estimated $5.22K.
Coca-Cola made up 0.13% of Saxon Interests's portfolio in Q1 2026, its #170 holding.
Saxon Interests first reported a position in Coca-Cola in Q3 2025 and has held it in 3 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.