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 Q2	$25.2M	Sell	308,044 -78,100	-20%	-$6.17M	0.24%	61
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

SCS Capital Management reduced its Coca-Cola (KO) stake by 20% in Q2 2026, selling an estimated $6.17M and leaving 308,044 shares worth $25.2M. The position accounts for 0.24% of the portfolio, ranked #61.

SCS Capital Management first reported a position in KO in Q1 2025 and has held it in 6 quarters since. The position peaked at $33M in Q2 2025. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

SCS Capital Management held 308,044 shares of Coca-Cola worth $25.2M as of Q2 2026.
SCS Capital Management sold 78,100 Coca-Cola shares in Q2 2026, an estimated $6.17M.
Coca-Cola made up 0.24% of SCS Capital Management's portfolio in Q2 2026, its #61 holding.
SCS Capital Management first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
SCS Capital Management's Coca-Cola position peaked at $33M in Q2 2025.
3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.