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Sherman Asset Management’s Coca-Cola KO Stock Holding History

Sherman Asset 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 		$210K Sell
2,588
-888
-26% -$70.1K 0.16% 53
2026
Q1 		$264K Buy
3,476
+59
+2% +$4.46K 0.24% 43
2025
Q4 		$239K Buy
3,417
+1
+0% +$70 0.2% 49
2025
Q3 		$227K Hold
3,416
– – 0.2% 49
2025
Q2 		$242K Sell
3,416
-1
-0% -$71 0.21% 51
2025
Q1 		$245K Sell
3,417
-14
-0.4% -$935 0.23% 47
2024
Q4 		$214K Buy
+3,431
New +$224K 0.2% 54

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

Sherman Asset Management's KO Position: Q2 2026 in Review

Sherman Asset Management reduced its Coca-Cola (KO) stake by 26% in Q2 2026, selling an estimated $70.1K and leaving 2,588 shares worth $210K. The position accounts for 0.16% of the portfolio, ranked #53.

Sherman Asset Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $264K in Q1 2026. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Sherman Asset Management held 2,588 shares of Coca-Cola worth $210K as of Q2 2026.
  • Sherman Asset Management sold 888 Coca-Cola shares in Q2 2026, an estimated $70.1K.
  • Coca-Cola made up 0.16% of Sherman Asset Management's portfolio in Q2 2026, its #53 holding.
  • Sherman Asset Management first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • Sherman Asset Management's Coca-Cola position peaked at $264K in Q1 2026.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.