Sirios Capital Management’s Coca-Cola KO Stock Holding History

Sirios Capital 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	$2.62M	Sell	32,192 -4,426	-12%	-$350K	0.32%	58
2026 Q1	$2.78M	Buy	+36,618	New	+$2.77M	0.34%	60
2019 Q3	–	Sell	-163,050	Closed	-$8.3M	–	55
2019 Q2	$8.3M	Sell	163,050 -719,065	-82%	-$35.2M	0.53%	39
2019 Q1	$41.3M	Sell	882,115 -215,937	-20%	-$10.1M	2.51%	14
2018 Q4	$52M	Sell	1,098,052 -24,864	-2%	-$1.19M	3.14%	12
2018 Q3	$51.9M	Sell	1,122,916 -209,677	-16%	-$9.58M	2.67%	13
2018 Q2	$58.4M	Buy	1,332,593 +894,071	+204%	+$38.6M	3.04%	13
2018 Q1	$19M	Buy	+438,522	New	+$19.7M	0.94%	31

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sirios Capital Management's KO Position: Q2 2026 in Review

Sirios Capital Management reduced its Coca-Cola (KO) stake by 12% in Q2 2026, selling an estimated $350K and leaving 32,192 shares worth $2.62M. The position accounts for 0.32% of the portfolio, ranked #58.

Sirios Capital Management first reported a position in KO in Q1 2018 and has held it in 8 quarters since. The position peaked at $58.4M in Q2 2018. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Sirios Capital Management held 32,192 shares of Coca-Cola worth $2.62M as of Q2 2026.
Sirios Capital Management sold 4,426 Coca-Cola shares in Q2 2026, an estimated $350K.
Coca-Cola made up 0.32% of Sirios Capital Management's portfolio in Q2 2026, its #58 holding.
Sirios Capital Management first reported a position in Coca-Cola in Q1 2018 and has held it in 8 quarters since.
Sirios Capital Management's Coca-Cola position peaked at $58.4M in Q2 2018.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sirios Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.