Sittner & Nelson’s Coca-Cola KO Stock Holding History

Sittner & Nelson’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	$730K	Sell	9,604 -368	-4%	-$27.8K	0.27%	74
2025 Q4	$788K	Sell	9,972 -142	-1%	-$9.9K	0.28%	72
2025 Q3	$671K	Hold	10,114	–	–	0.24%	69
2025 Q2	$716K	Hold	10,114	–	–	0.29%	64
2025 Q1	$724K	Buy	10,114 +40	+0.4%	+$2.67K	0.31%	57
2024 Q4	$627K	Buy	10,074 +133	+1%	+$8.68K	0.27%	61
2024 Q3	$714K	Sell	9,941 -60	-0.6%	-$4.11K	0.32%	54
2024 Q2	$637K	Buy	10,001 +167	+2%	+$10.3K	0.31%	53
2024 Q1	$602K	Hold	9,834	–	–	0.3%	57
2023 Q4	$580K	Hold	9,834	–	–	0.31%	56
2023 Q3	$550K	Hold	9,834	–	–	0.32%	57
2023 Q2	$592K	Buy	9,834 +43	+0.4%	+$2.67K	0.33%	57
2023 Q1	$607K	Buy	9,791 +346	+4%	+$20.9K	0.35%	54
2022 Q4	$601K	Sell	9,445 -69	-0.7%	-$4.17K	0.37%	54
2022 Q3	$533K	Sell	9,514 -1,400	-13%	-$87K	0.36%	52
2022 Q2	$687K	Buy	10,914 +3,107	+40%	+$197K	0.45%	46
2022 Q1	$484K	Buy	7,807 +81	+1%	+$4.93K	0.28%	59
2021 Q4	$457K	Hold	7,726	–	–	0.27%	64
2021 Q3	$405K	Hold	7,726	–	–	0.26%	65
2021 Q2	$418K	Hold	7,726	–	–	0.29%	61
2021 Q1	$407K	Hold	7,726	–	–	0.3%	62
2020 Q4	$424K	Buy	+7,726	New	+$399K	0.38%	52

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

Sittner & Nelson's KO Position: Q1 2026 in Review

Sittner & Nelson reduced its Coca-Cola (KO) stake by 3.7% in Q1 2026, selling an estimated $27.8K and leaving 9,604 shares worth $730K. The position accounts for 0.27% of the portfolio, ranked #74.

Sittner & Nelson first reported a position in KO in Q4 2020 and has held it in 22 quarters since. The position peaked at $788K in Q4 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Sittner & Nelson held 9,604 shares of Coca-Cola worth $730K as of Q1 2026.
Sittner & Nelson sold 368 Coca-Cola shares in Q1 2026, an estimated $27.8K.
Coca-Cola made up 0.27% of Sittner & Nelson's portfolio in Q1 2026, its #74 holding.
Sittner & Nelson first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
Sittner & Nelson's Coca-Cola position peaked at $788K in Q4 2025.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.