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SBI Securities’s Coca-Cola KO Stock Holding History

SBI Securities’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 		$19.8M Sell
244,070
-7,270
-3% -$574K 0.45% 44
2026
Q1 		$19.1M Sell
251,340
-35,376
-12% -$2.67M 0.52% 36
2025
Q4 		$20M Sell
286,716
-10,096
-3% -$704K 0.52% 37
2025
Q3 		$19.7M Sell
296,812
-4,362
-1% -$300K 0.5% 36
2025
Q2 		$21.3M Sell
301,174
-3,625
-1% -$258K 0.61% 32
2025
Q1 		$21.8M Sell
304,799
-11,692
-4% -$781K 0.73% 26
2024
Q4 		$19.7M Buy
+316,491
New +$20.7M 0.61% 30

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

SBI Securities's KO Position: Q2 2026 in Review

SBI Securities reduced its Coca-Cola (KO) stake by 2.9% in Q2 2026, selling an estimated $574K and leaving 244,070 shares worth $19.8M. The position accounts for 0.45% of the portfolio, ranked #44.

SBI Securities first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.8M in Q1 2025. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • SBI Securities held 244,070 shares of Coca-Cola worth $19.8M as of Q2 2026.
  • SBI Securities sold 7,270 Coca-Cola shares in Q2 2026, an estimated $574K.
  • Coca-Cola made up 0.45% of SBI Securities's portfolio in Q2 2026, its #44 holding.
  • SBI Securities first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Coca-Cola position peaked at $21.8M in Q1 2025.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.