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 Q2	$783K	Buy	9,638 +34	+0.4%	+$2.69K	0.25%	81
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 $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

Sittner & Nelson's KO Position: Q2 2026 in Review

Sittner & Nelson increased its Coca-Cola (KO) stake by 0.35% in Q2 2026, buying an estimated $2.69K and bringing the position to 9,638 shares worth $783K. The position accounts for 0.25% of the portfolio, ranked #81.

Sittner & Nelson first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $788K in Q4 2025. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Sittner & Nelson held 9,638 shares of Coca-Cola worth $783K as of Q2 2026.
Sittner & Nelson bought 34 Coca-Cola shares in Q2 2026, an estimated $2.69K.
Coca-Cola made up 0.25% of Sittner & Nelson's portfolio in Q2 2026, its #81 holding.
Sittner & Nelson first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
Sittner & Nelson's Coca-Cola position peaked at $788K in Q4 2025.
3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.