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 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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sirios Capital Management's KO Position: Q1 2026 in Review

Sirios Capital Management opened a new position in Coca-Cola (KO) in Q1 2026: 36,618 shares worth $2.78M. The stake represents 0.34% of the portfolio and ranks #60 among its holdings. This is a return to the name: Sirios Capital Management previously reported a position in KO as recently as Q2 2019.

Sirios Capital Management first reported a position in KO in Q1 2018 and has held it in 7 quarters since. The position peaked at $58.4M in Q2 2018. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Sirios Capital Management held 36,618 shares of Coca-Cola worth $2.78M as of Q1 2026.
Coca-Cola was a new Sirios Capital Management position in Q1 2026.
Coca-Cola made up 0.34% of Sirios Capital Management's portfolio in Q1 2026, its #60 holding.
Sirios Capital Management first reported a position in Coca-Cola in Q1 2018 and has held it in 7 quarters since.
Sirios Capital Management's Coca-Cola position peaked at $58.4M in Q2 2018.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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