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

SCS 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	$29.5M	Sell	386,144 -13,567	-3%	-$1.03M	0.31%	50
2025 Q4	$27.9M	Sell	399,711 -50,287	-11%	-$3.51M	0.3%	59
2025 Q3	$30M	Sell	449,998 -13,269	-3%	-$913K	0.33%	54
2025 Q2	$33M	Buy	463,267 +252,523	+120%	+$18M	0.37%	40
2025 Q1	$15.2M	Buy	+210,744	New	+$14.1M	0.19%	65

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

SCS Capital Management's KO Position: Q1 2026 in Review

SCS Capital Management reduced its Coca-Cola (KO) stake by 3.4% in Q1 2026, selling an estimated $1.03M and leaving 386,144 shares worth $29.5M. The position accounts for 0.31% of the portfolio, ranked #50.

SCS Capital Management first reported a position in KO in Q1 2025 and has held it in 5 quarters since. The position peaked at $33M in Q2 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

SCS Capital Management held 386,144 shares of Coca-Cola worth $29.5M as of Q1 2026.
SCS Capital Management sold 13,567 Coca-Cola shares in Q1 2026, an estimated $1.03M.
Coca-Cola made up 0.31% of SCS Capital Management's portfolio in Q1 2026, its #50 holding.
SCS Capital Management first reported a position in Coca-Cola in Q1 2025 and has held it in 5 quarters since.
SCS Capital Management's Coca-Cola position peaked at $33M in Q2 2025.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.