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Sicart Associates’s Coca-Cola KO Stock Holding History

Sicart Associates’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 		$3.77M Sell
46,352
-250
-0.5% -$19.7K 0.92% 34
2026
Q1 		$3.54M Hold
46,602
– – 0.91% 34
2025
Q4 		$3.26M Hold
46,602
– – 0.86% 32
2025
Q3 		$3.09M Sell
46,602
-25
-0.1% -$1.72K 0.84% 35
2025
Q2 		$3.3M Hold
46,627
– – 1.15% 31
2025
Q1 		$3.37M Sell
46,627
-22,280
-32% -$1.49M 1.17% 33
2024
Q4 		$4.29M Sell
68,907
-4,880
-7% -$319K 1.53% 27
2024
Q3 		$5.34M Sell
73,787
-4,351
-6% -$298K 1.87% 24
2024
Q2 		$5.01M Sell
78,138
-2,626
-3% -$163K 1.92% 23
2024
Q1 		$4.98M Sell
80,764
-2,015
-2% -$121K 1.82% 20
2023
Q4 		$4.88M Sell
82,779
-3,925
-5% -$223K 1.87% 20
2023
Q3 		$4.89M Buy
86,704
+663
+0.8% +$39.8K 1.92% 20
2023
Q2 		$5.22M Sell
86,041
-2,978
-3% -$185K 2.03% 19
2023
Q1 		$5.56M Sell
89,019
-13,810
-13% -$836K 2.16% 18
2022
Q4 		$6.54M Sell
102,829
-4,389
-4% -$265K 2.31% 15
2022
Q3 		$6.05M Sell
107,218
-12,651
-11% -$786K 2.15% 20
2022
Q2 		$7.59M Sell
119,869
-10,630
-8% -$674K 2.36% 17
2022
Q1 		$8.15M Sell
130,499
-36,006
-22% -$2.19M 2.11% 19
2021
Q4 		$9.79M Sell
166,505
-551
-0.3% -$30.7K 2.55% 15
2021
Q3 		$8.84M Sell
167,056
-11,570
-6% -$645K 2.41% 17
2021
Q2 		$9.71M Buy
178,626
+76,321
+75% +$4.15M 2.31% 16
2021
Q1 		$5.44M Sell
102,305
-3,687
-3% -$186K 1.44% 26
2020
Q4 		$5.81M Buy
105,992
+5,422
+5% +$280K 1.44% 26
2020
Q3 		$5.01M Buy
100,570
+2,516
+3% +$121K 1.49% 20
2020
Q2 		$4.42M Buy
98,054
+7,071
+8% +$326K 1.41% 18
2020
Q1 		$4.03M Buy
+90,983
New +$4.91M 1.53% 20

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 $3.37T AUM 44.26% 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

Sicart Associates's KO Position: Q2 2026 in Review

Sicart Associates reduced its Coca-Cola (KO) stake by 0.54% in Q2 2026, selling an estimated $19.7K and leaving 46,352 shares worth $3.77M. The position accounts for 0.92% of the portfolio, ranked #34.

Sicart Associates first reported a position in KO in Q1 2020 and has held it in 26 quarters since. The position peaked at $9.79M in Q4 2021. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Sicart Associates held 46,352 shares of Coca-Cola worth $3.77M as of Q2 2026.
  • Sicart Associates sold 250 Coca-Cola shares in Q2 2026, an estimated $19.7K.
  • Coca-Cola made up 0.92% of Sicart Associates's portfolio in Q2 2026, its #34 holding.
  • Sicart Associates first reported a position in Coca-Cola in Q1 2020 and has held it in 26 quarters since.
  • Sicart Associates's Coca-Cola position peaked at $9.79M in Q4 2021.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sicart Associates's 13F filing for Q2 2026, filed 11 Aug 2026.