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SGL Investment Advisors’s Coca-Cola KO Stock Holding History

SGL Investment Advisors’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 		$754K Sell
8,684
-3,746
-30% -$296K 0.26% 72
2026
Q1 		$978K Sell
12,430
-60
-0.5% -$4.54K 0.37% 59
2025
Q4 		$981K Buy
12,490
+370
+3% +$25.8K 0.39% 53
2025
Q3 		$824K Buy
12,120
+5,701
+89% +$392K 0.34% 61
2025
Q2 		$451K Buy
6,419
+290
+5% +$20.7K 0.21% 80
2025
Q1 		$436K Buy
6,129
+886
+17% +$59.2K 0.23% 75
2024
Q4 		$360K Buy
5,243
+865
+20% +$56.5K 0.18% 80
2024
Q3 		$274K Buy
+4,378
New +$300K 0.14% 87

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SGL Investment Advisors's KO Position: Q2 2026 in Review

SGL Investment Advisors reduced its Coca-Cola (KO) stake by 30% in Q2 2026, selling an estimated $296K and leaving 8,684 shares worth $754K. The position accounts for 0.26% of the portfolio, ranked #72.

SGL Investment Advisors first reported a position in KO in Q3 2024 and has held it in 8 quarters since. The position peaked at $981K in Q4 2025. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • SGL Investment Advisors held 8,684 shares of Coca-Cola worth $754K as of Q2 2026.
  • SGL Investment Advisors sold 3,746 Coca-Cola shares in Q2 2026, an estimated $296K.
  • Coca-Cola made up 0.26% of SGL Investment Advisors's portfolio in Q2 2026, its #72 holding.
  • SGL Investment Advisors first reported a position in Coca-Cola in Q3 2024 and has held it in 8 quarters since.
  • SGL Investment Advisors's Coca-Cola position peaked at $981K in Q4 2025.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.