Saxony Capital Management’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$362K Buy
4,455
+1,461
+49% +$115K 0.17% 116
2026
Q1
$228K Buy
2,994
+75
+3% +$5.67K 0.13% 143
2025
Q4
$204K Sell
2,919
-101
-3% -$7.04K 0.13% 154
2025
Q3
$200K Buy
3,020
+66
+2% +$4.54K 0.13% 151
2025
Q2
$209K Sell
2,954
-300
-9% -$21.4K 0.16% 117
2025
Q1
$233K Buy
+3,254
New +$217K 0.2% 101
2024
Q4
Sell
-3,054
Closed -$219K 141
2024
Q3
$219K Buy
+3,054
New +$209K 0.2% 120

Other funds holding KO

Saxony Capital Management's KO Position: Q2 2026 in Review

Saxony Capital Management increased its Coca-Cola (KO) stake by 49% in Q2 2026, buying an estimated $115K and bringing the position to 4,455 shares worth $362K. The position accounts for 0.17% of the portfolio, ranked #116.

Saxony Capital Management first reported a position in KO in Q3 2024 and has held it in 7 quarters since. 986 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Saxony Capital Management held 4,455 shares of Coca-Cola worth $362K as of Q2 2026.
  • Saxony Capital Management bought 1,461 Coca-Cola shares in Q2 2026, an estimated $115K.
  • Coca-Cola made up 0.17% of Saxony Capital Management's portfolio in Q2 2026, its #116 holding.
  • Saxony Capital Management first reported a position in Coca-Cola in Q3 2024 and has held it in 7 quarters since.
  • 986 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.