SBCM
KO icon

Schwerin Boyle Capital Management’s Coca-Cola KO Stock Holding History

Schwerin Boyle Capital Management’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 		$14.8M Sell
194,670
-25,580
-12% -$1.93M 1.88% 21
2025
Q4 		$15.4M Hold
220,250
– – 1.69% 21
2025
Q3 		$14.6M Sell
220,250
-7,900
-3% -$544K 1.6% 24
2025
Q2 		$16.1M Sell
228,150
-38,400
-14% -$2.74M 1.8% 19
2025
Q1 		$19.1M Buy
+266,550
New +$17.8M 1.97% 18
2019
Q1 		– Sell
-478,270
Closed -$22.6M – 60
2018
Q4 		$22.6M Sell
478,270
-3,650
-0.8% -$175K 2.84% 11
2018
Q3 		$22.3M Sell
481,920
-5,505
-1% -$252K 2.36% 13
2018
Q2 		$21.4M Hold
487,425
– – 2.34% 14
2018
Q1 		$21.2M Buy
487,425
+1,705
+0.4% +$76.6K 2.32% 16
2017
Q4 		$22.3M Sell
485,720
-1,730
-0.4% -$79.5K 2.43% 16
2017
Q3 		$21.9M Sell
487,450
-10,800
-2% -$491K 2.47% 16
2017
Q2 		$22.3M Buy
498,250
+135,800
+37% +$6M 2.62% 15
2017
Q1 		$15.4M Buy
+362,450
New +$15.1M 1.88% 22
2016
Q2 		– Sell
-246,650
Closed -$11.4M – 68
2016
Q1 		$11.4M Sell
246,650
-1,350
-0.5% -$58.8K 1.61% 21
2015
Q4 		$10.7M Sell
248,000
-2,400
-1% -$102K 1.48% 25
2015
Q3 		$10M Hold
250,400
– – 1.44% 23
2015
Q2 		$9.82M Sell
250,400
-700
-0.3% -$28.5K 1.29% 25
2015
Q1 		$10.2M Sell
251,100
-4,300
-2% -$180K 1.43% 22
2014
Q4 		$10.8M Sell
255,400
-4,330
-2% -$185K 1.46% 23
2014
Q3 		$11.1M Buy
259,730
+200
+0.1% +$8.27K 1.55% 21
2014
Q2 		$11M Sell
259,530
-10,000
-4% -$406K 1.59% 20
2014
Q1 		$10.4M Buy
269,530
+4,500
+2% +$174K 1.49% 21
2013
Q4 		$10.9M Buy
265,030
+1,900
+0.7% +$74.9K 1.54% 22
2013
Q3 		$9.97M Buy
263,130
+1,200
+0.5% +$47.4K 1.51% 22
2013
Q2 		$10.5M Buy
+261,930
New +$10.8M 1.69% 21

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

Schwerin Boyle Capital Management's KO Position: Q1 2026 in Review

Schwerin Boyle Capital Management reduced its Coca-Cola (KO) stake by 12% in Q1 2026, selling an estimated $1.93M and leaving 194,670 shares worth $14.8M. The position accounts for 1.88% of the portfolio, ranked #21.

Schwerin Boyle Capital Management first reported a position in KO in Q2 2013 and has held it in 25 quarters since. The position peaked at $22.6M in Q4 2018. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Schwerin Boyle Capital Management held 194,670 shares of Coca-Cola worth $14.8M as of Q1 2026.
  • Schwerin Boyle Capital Management sold 25,580 Coca-Cola shares in Q1 2026, an estimated $1.93M.
  • Coca-Cola made up 1.88% of Schwerin Boyle Capital Management's portfolio in Q1 2026, its #21 holding.
  • Schwerin Boyle Capital Management first reported a position in Coca-Cola in Q2 2013 and has held it in 25 quarters since.
  • Schwerin Boyle Capital Management's Coca-Cola position peaked at $22.6M in Q4 2018.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Schwerin Boyle Capital Management's 13F filing for Q1 2026, filed 14 May 2026.