SA
KO icon

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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sicart Associates's KO Position: Q1 2026 in Review

Sicart Associates held its Coca-Cola (KO) position steady in Q1 2026 at 46,602 shares worth $3.54M. The position accounts for 0.91% of the portfolio, ranked #34.

Sicart Associates first reported a position in KO in Q1 2020 and has held it in 25 quarters since. The position peaked at $9.79M in Q4 2021. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Sicart Associates held 46,602 shares of Coca-Cola worth $3.54M as of Q1 2026.
  • Sicart Associates left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.91% of Sicart Associates's portfolio in Q1 2026, its #34 holding.
  • Sicart Associates first reported a position in Coca-Cola in Q1 2020 and has held it in 25 quarters since.
  • Sicart Associates's Coca-Cola position peaked at $9.79M in Q4 2021.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Sicart Associates's 13F filing for Q1 2026, filed 21 Apr 2026.