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Sierra Capital’s Coca-Cola KO Stock Holding History

Sierra Capital’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 		$927K Buy
12,193
+1,100
+10% +$83.2K 0.1% 128
2025
Q4 		$776K Hold
11,093
– – 0.08% 136
2025
Q3 		$736K Buy
11,093
+1,062
+11% +$73.1K 0.08% 150
2025
Q2 		$710K Buy
10,031
+561
+6% +$40K 0.08% 144
2025
Q1 		$678K Buy
9,470
+1,101
+13% +$73.5K 0.08% 143
2024
Q4 		$521K Sell
8,369
-1,101
-12% -$71.9K 0.06% 155
2024
Q3 		$681K Hold
9,470
– – 0.08% 143
2024
Q2 		$603K Hold
9,470
– – 0.08% 143
2024
Q1 		$579K Hold
9,470
– – 0.08% 142
2023
Q4 		$558K Sell
9,470
-63
-0.7% -$3.58K 0.08% 137
2023
Q3 		$534K Sell
9,533
-792
-8% -$47.5K 0.09% 133
2023
Q2 		$622K Buy
10,325
+123
+1% +$7.65K 0.1% 128
2023
Q1 		$633K Sell
10,202
-5,911
-37% -$358K 0.1% 125
2022
Q4 		$1.02M Buy
16,113
+437
+3% +$26.4K 0.18% 99
2022
Q3 		$878K Buy
15,676
+2,212
+16% +$137K 0.16% 102
2022
Q2 		$847K Sell
13,464
-943
-7% -$59.8K 0.15% 107
2022
Q1 		$893K Buy
14,407
+10
+0.1% +$608 0.14% 114
2021
Q4 		$852K Buy
14,397
+2,245
+18% +$125K 0.13% 119
2021
Q3 		$638K Hold
12,152
– – 0.11% 125
2021
Q2 		$658K Hold
12,152
– – 0.12% 115
2021
Q1 		$641K Buy
+12,152
New +$612K 0.12% 110

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

Sierra Capital's KO Position: Q1 2026 in Review

Sierra Capital increased its Coca-Cola (KO) stake by 9.9% in Q1 2026, buying an estimated $83.2K and bringing the position to 12,193 shares worth $927K. The position accounts for 0.1% of the portfolio, ranked #128.

Sierra Capital first reported a position in KO in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.02M in Q4 2022. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Sierra Capital held 12,193 shares of Coca-Cola worth $927K as of Q1 2026.
  • Sierra Capital bought 1,100 Coca-Cola shares in Q1 2026, an estimated $83.2K.
  • Coca-Cola made up 0.1% of Sierra Capital's portfolio in Q1 2026, its #128 holding.
  • Sierra Capital first reported a position in Coca-Cola in Q1 2021 and has held it in 21 quarters since.
  • Sierra Capital's Coca-Cola position peaked at $1.02M in Q4 2022.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.