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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
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 $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

SBI Securities's KO Position: Q1 2026 in Review

SBI Securities reduced its Coca-Cola (KO) stake by 12% in Q1 2026, selling an estimated $2.67M and leaving 251,340 shares worth $19.1M. The position accounts for 0.52% of the portfolio, ranked #36.

SBI Securities first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.8M in Q1 2025. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • SBI Securities held 251,340 shares of Coca-Cola worth $19.1M as of Q1 2026.
  • SBI Securities sold 35,376 Coca-Cola shares in Q1 2026, an estimated $2.67M.
  • Coca-Cola made up 0.52% of SBI Securities's portfolio in Q1 2026, its #36 holding.
  • SBI Securities first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • SBI Securities's Coca-Cola position peaked at $21.8M in Q1 2025.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.