Sentry Investment Management’s Coca-Cola KO Stock Holding History

Sentry Investment 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	–	Sell	-10,121	Closed	-$708K	–	268
2025 Q4	$708K	Buy	10,121 +310	+3%	+$21.6K	0.46%	35
2025 Q3	$649K	Sell	9,811 -2,424	-20%	-$167K	0.43%	35
2025 Q2	$859K	Hold	12,235	–	–	0.47%	32
2025 Q1	$837K	Sell	12,235 -10,751	-47%	-$718K	0.57%	26
2024 Q4	$1.43M	Sell	22,986 -2,333	-9%	-$152K	0.68%	24
2024 Q3	$1.82M	Sell	25,319 -107	-0.4%	-$7.33K	0.76%	19
2024 Q2	$1.62M	Sell	25,426 -5,208	-17%	-$322K	0.72%	22
2024 Q1	$1.87M	Hold	30,634	–	–	0.73%	21
2023 Q4	$1.8M	Buy	30,634 +8,048	+36%	+$457K	0.77%	19
2023 Q3	$1.26M	Sell	22,586 -12,999	-37%	-$780K	0.61%	28
2023 Q2	$2.14M	Buy	35,585 +1,747	+5%	+$109K	0.81%	19
2023 Q1	$2.1M	Buy	33,838 +3,330	+11%	+$202K	0.86%	17
2022 Q4	$1.94M	Buy	30,508 +3,843	+14%	+$232K	0.86%	22
2022 Q3	$1.49M	Sell	26,665 -712	-3%	-$44.3K	0.71%	24
2022 Q2	$1.72M	Sell	27,377 -4,887	-15%	-$310K	0.78%	23
2022 Q1	$2M	Sell	32,264 -4,948	-13%	-$301K	0.64%	26
2021 Q4	$2.2M	Buy	37,212 +20,027	+117%	+$1.12M	0.58%	30
2021 Q3	$902K	Sell	17,185 -20,466	-54%	-$1.14M	0.26%	93
2021 Q2	$2.04M	Buy	37,651 +203	+0.5%	+$11K	0.52%	34
2021 Q1	$1.97M	Sell	37,448 -206,193	-85%	-$10.4M	0.55%	37
2020 Q4	$13.4M	Sell	243,641 -4,627	-2%	-$239K	0.67%	25
2020 Q3	$12.3M	Buy	248,268 +25,391	+11%	+$1.22M	0.68%	30
2020 Q2	$9.96M	Sell	222,877 -20,848	-9%	-$960K	0.61%	31
2020 Q1	$10.8M	Buy	243,725 +299	+0.1%	+$16.1K	0.8%	22
2019 Q4	$13.5M	Buy	243,426 +3,622	+2%	+$195K	0.8%	22
2019 Q3	$13.1M	Hold	239,804	–	–	0.85%	21
2019 Q2	$12.2M	Buy	239,804 +60,940	+34%	+$2.99M	0.81%	23
2019 Q1	$8.38M	Sell	178,864 -73,301	-29%	-$3.43M	0.58%	36
2018 Q4	$11.9M	Sell	252,165 -4,323	-2%	-$207K	0.86%	21
2018 Q3	$11.8M	Hold	256,488	–	–	0.72%	27
2018 Q2	$11.3M	Sell	256,488 -26,226	-9%	-$1.13M	0.73%	27
2018 Q1	$12.3M	Sell	282,714 -25,579	-8%	-$1.15M	0.75%	25
2017 Q4	$14.1M	Sell	308,293 -1,667	-0.5%	-$76.6K	0.77%	27
2017 Q3	$14M	Sell	309,960 -341	-0.1%	-$15.5K	0.52%	34
2017 Q2	$13.9M	Buy	310,301 +3,298	+1%	+$146K	0.55%	31
2017 Q1	$13M	Sell	307,003 -2,667	-0.9%	-$111K	0.53%	34
2016 Q4	$12.8M	Sell	309,670 -199	-0.1%	-$8.28K	0.54%	32
2016 Q3	$13.1M	Buy	309,869 +4,533	+1%	+$199K	0.57%	29
2016 Q2	$13.8M	Hold	305,336	–	–	0.61%	27
2016 Q1	$14.2M	Buy	305,336 +1,480	+0.5%	+$64.4K	0.64%	25
2015 Q4	$13.1M	Sell	303,856 -105,139	-26%	-$4.46M	0.6%	29
2015 Q3	$16.4M	Buy	408,995 +31,510	+8%	+$1.26M	0.81%	20
2015 Q2	$14.8M	Buy	377,485 +30,006	+9%	+$1.22M	0.7%	24
2015 Q1	$14.1M	Buy	347,479 +12,189	+4%	+$510K	0.67%	23
2014 Q4	$14.2M	Buy	335,290 +26,595	+9%	+$1.14M	0.69%	22
2014 Q3	$13.2M	Sell	308,695 -4,500	-1%	-$186K	0.67%	22
2014 Q2	$13.3M	Buy	313,195 +47,163	+18%	+$1.91M	0.69%	21
2014 Q1	$10.3M	Buy	266,032 +4,000	+2%	+$155K	0.54%	26
2013 Q4	$10.8M	Buy	262,032 +107,460	+70%	+$4.24M	0.58%	24
2013 Q3	$5.86M	Buy	154,572 +98,320	+175%	+$3.89M	0.35%	43
2013 Q2	$2.26M	Buy	+56,252	New	+$2.33M	0.13%	81

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

Sentry Investment Management's KO Position: Q1 2026 in Review

Sentry Investment Management sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 10,121 shares — an estimated $708K sold.

Sentry Investment Management first reported a position in KO in Q2 2013 and held it in 51 quarters. The position peaked at $16.4M in Q3 2015. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Sentry Investment Management reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
Sentry Investment Management sold 10,121 Coca-Cola shares in Q1 2026, an estimated $708K.
Sentry Investment Management first reported a position in Coca-Cola in Q2 2013 and held it in 51 quarters.
Sentry Investment Management's Coca-Cola position peaked at $16.4M in Q3 2015.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.