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Sloy Dahl & Holst’s Coca-Cola KO Stock Holding History

Sloy Dahl & Holst’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 		$257K Hold
3,166
– – 0.03% 99
2026
Q1 		$241K Hold
3,166
– – 0.03% 98
2025
Q4 		$221K Hold
3,166
– – 0.03% 108
2025
Q3 		$210K Hold
3,166
– – 0.02% 112
2025
Q2 		$224K Hold
3,166
– – 0.03% 104
2025
Q1 		$227K Buy
+3,166
New +$211K 0.04% 95
2024
Q4 		– Sell
-3,166
Closed -$228K – 112
2024
Q3 		$228K Buy
+3,166
New +$217K 0.04% 91

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sloy Dahl & Holst's KO Position: Q2 2026 in Review

Sloy Dahl & Holst held its Coca-Cola (KO) position steady in Q2 2026 at 3,166 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #99.

Sloy Dahl & Holst first reported a position in KO in Q3 2024 and has held it in 7 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Sloy Dahl & Holst held 3,166 shares of Coca-Cola worth $257K as of Q2 2026.
  • Sloy Dahl & Holst left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.03% of Sloy Dahl & Holst's portfolio in Q2 2026, its #99 holding.
  • Sloy Dahl & Holst first reported a position in Coca-Cola in Q3 2024 and has held it in 7 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.